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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 | $15,837 | $165,361-90.4% | $149,715-89.4% | $158,950-90.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 43.99% | 348.24%-304.2pp | 276.66%-232.7pp | 302.91%-258.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,315 | $7,182+15.8% | $6,842+21.5% | $5,983+39.0% |
| Admin fee / account holder | $44 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |