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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 | $15,862 | $176,077-91.0% | $159,455-90.1% | $167,518-90.5% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 21.06% | 331.83%-310.8pp | 263.63%-242.6pp | 478.71%-457.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,086 | $7,751-34.4% | $7,353-30.8% | $6,342-19.8% |
| Admin fee / account holder | $50 | $12,556-99.6% | $10,800-99.5% | $12,312-99.6% |