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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 | $10,201 | $108,942-90.6% | $100,415-89.8% | $145,897-93.0% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 13.43% | 58.27%-44.8pp | 49.47%-36.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44 | $9,702-99.5% | $7,906-99.4% | $13,390-99.7% |