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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 | $9,927 | $227,633-95.6% | $189,597-94.8% | $167,553-94.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 14.66% | 78.45%-63.8pp | 64.20%-49.5pp | 478.89%-464.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,143 | $7,003-55.1% | $6,174-49.1% | $6,343-50.4% |
| Admin fee / account holder | $32 | $11,879-99.7% | $9,807-99.7% | $12,316-99.7% |