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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 | $10,941 | $152,592-92.8% | $125,180-91.3% | $152,885-92.8% |
| Participation rate | 56.3% | 83.3%-27.1pp | 79.8%-23.5pp | 82.5%-26.2pp |
| Annual return | 25.49% | 54.84%-29.4pp | 43.79%-18.3pp | 345.39%-319.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,843 | $5,868-68.6% | $4,937-62.7% | $5,851-68.5% |
| Admin fee / account holder | $110 | $13,435-99.2% | $9,703-98.9% | $11,598-99.1% |