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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 | $13,533 | $217,432-93.8% | $185,851-92.7% | $167,553-91.9% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 235.97% | 148.43%+87.5pp | 122.11%+113.9pp | 478.89%-242.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,342 | $6,357-63.2% | $5,569-57.9% | $6,343-63.1% |
| Admin fee / account holder | $112 | $19,820-99.4% | $16,245-99.3% | $12,316-99.1% |