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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 | $17,227 | $166,268-89.6% | $165,100-89.6% | $145,897-88.2% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 15.59% | 100.52%-84.9pp | 70.21%-54.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,239 | $6,964-39.1% | $6,035-29.8% | $6,689-36.6% |
| Admin fee / account holder | $29 | $16,659-99.8% | $12,696-99.8% | $13,390-99.8% |