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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 | $7,080 | $180,749-96.1% | $160,784-95.6% | $137,256-94.8% |
| Participation rate | 64.3% | 80.0%-15.7pp | 77.0%-12.7pp | 80.0%-15.7pp |
| Annual return | 24.02% | 2234.46%-2210.4pp | 1803.92%-1779.9pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,579 | $6,844-76.9% | $6,293-74.9% | $6,407-75.3% |
| Admin fee / account holder | $197 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |