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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 | $16,483 | $202,342-91.9% | $172,752-90.5% | $152,897-89.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 33.35% | 1029.83%-996.5pp | 802.97%-769.6pp | 345.43%-312.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,211 | $5,948-46.0% | $5,198-38.2% | $5,851-45.1% |
| Admin fee / account holder | $54 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |