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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 | $6,725 | $183,592-96.3% | $155,567-95.7% | $145,959-95.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 71.31% | 61.24%+10.1pp | 64.74%+6.6pp | 561.95%-490.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,550 | $6,464-60.6% | $5,628-54.7% | $6,689-61.9% |
| Admin fee / account holder | $266 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |