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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 | $5,521 | $175,231-96.8% | $149,696-96.3% | $139,466-96.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 34.36% | 166.77%-132.4pp | 134.46%-100.1pp | 373.66%-339.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,854 | $6,521-10.2% | $5,682+3.0% | $6,712-12.8% |
| Admin fee / account holder | $107 | $16,155-99.3% | $13,212-99.2% | $11,409-99.1% |