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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 | $4,689 | $180,749-97.4% | $160,784-97.1% | $137,256-96.6% |
| Participation rate | 64.7% | 80.0%-15.3pp | 77.0%-12.2pp | 80.0%-15.3pp |
| Annual return | 38.90% | 2234.46%-2195.6pp | 1803.92%-1765.0pp | 220.34%-181.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,517 | $6,844-63.2% | $6,293-60.0% | $6,407-60.7% |
| Admin fee / account holder | $19 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |