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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 | $9,549 | $176,077-94.6% | $159,455-94.0% | $167,518-94.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 30.70% | 331.83%-301.1pp | 263.63%-232.9pp | 478.71%-448.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,311 | $7,751-57.3% | $7,353-55.0% | $6,342-47.8% |
| Admin fee / account holder | $25 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |