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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 | $10,121 | $148,629-93.2% | $135,982-92.6% | $139,487-92.7% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 59.83% | 79.33%-19.5pp | 68.32%-8.5pp | 373.84%-314.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,662 | $8,102-42.5% | $7,760-39.9% | $6,713-30.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |