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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 | $15,184 | $165,399-90.8% | $149,745-89.9% | $158,982-90.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 48.61% | 348.34%-299.7pp | 276.72%-228.1pp | 302.99%-254.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,355 | $7,183+2.4% | $6,843+7.5% | $5,983+22.9% |
| Admin fee / account holder | $31 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |