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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 | $9,546 | $124,175-92.3% | $108,405-91.2% | $167,553-94.3% |
| Participation rate | 33.3% | 82.3%-49.0pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 26.66% | 1380.13%-1353.5pp | 905.55%-878.9pp | 478.89%-452.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,981 | $6,908-13.4% | $6,563-8.9% | $6,343-5.7% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |