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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 | $20,082 | $138,075-85.5% | $123,552-83.7% | $135,379-85.2% |
| Participation rate | 60.9% | 84.7%-23.9pp | 82.3%-21.4pp | 82.6%-21.8pp |
| Annual return | 93.84% | 153.70%-59.9pp | 119.20%-25.4pp | 519.79%-425.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,961 | $6,800+46.5% | $6,426+55.0% | $5,609+77.6% |
| Admin fee / account holder | $73 | $10,917-99.3% | $9,285-99.2% | $10,828-99.3% |