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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 | $3,336 | $175,231-98.1% | $149,696-97.8% | $139,466-97.6% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 27.19% | 166.77%-139.6pp | 134.46%-107.3pp | 373.66%-346.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,359 | $6,521-63.8% | $5,682-58.5% | $6,712-64.9% |
| Admin fee / account holder | $140 | $16,155-99.1% | $13,212-98.9% | $11,409-98.8% |