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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 | $6,786 | $103,393-93.4% | $87,103-92.2% | $152,909-95.6% |
| Participation rate | 52.6% | 79.4%-26.7pp | 76.9%-24.2pp | 82.5%-29.8pp |
| Annual return | 46.35% | 28.10%+18.2pp | 28.19%+18.2pp | 345.46%-299.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,657 | $4,778-44.4% | $4,049-34.4% | $5,851-54.6% |
| Admin fee / account holder | $24 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |