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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,923 | $176,120-90.4% | $159,487-89.4% | $167,553-89.9% |
| Participation rate | 22.2% | 85.0%-62.7pp | 82.8%-60.6pp | 82.1%-59.9pp |
| Annual return | 44.91% | 331.95%-287.0pp | 263.71%-218.8pp | 478.89%-434.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,648 | $7,752-14.2% | $7,354-9.6% | $6,343+4.8% |
| Admin fee / account holder | $248 | $12,561-98.0% | $10,804-97.7% | $12,316-98.0% |