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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 | $11,510 | $183,592-93.7% | $155,567-92.6% | $145,959-92.1% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 18.63% | 61.24%-42.6pp | 64.74%-46.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,098 | $6,464-36.6% | $5,628-27.2% | $6,689-38.7% |
| Admin fee / account holder | $117 | $19,318-99.4% | $15,916-99.3% | $13,398-99.1% |