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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 | $3,299 | $114,119-97.1% | $107,187-96.9% | $138,895-97.6% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 79.9%-16.8pp |
| Annual return | 836.82% | 273.21%+563.6pp | 204.55%+632.3pp | 145.39%+691.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,108 | $5,538-61.9% | $5,096-58.6% | $6,396-67.0% |
| Admin fee / account holder | $133 | $10,024-98.7% | $9,162-98.6% | $12,562-98.9% |