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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 | $14,440 | $159,978-91.0% | $147,041-90.2% | $145,978-90.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 13.93% | 98.36%-84.4pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,608 | $8,429-57.2% | $8,071-55.3% | $6,690-46.1% |
| Admin fee / account holder | $42 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |