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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 | $17,343 | $89,370-80.6% | $141,197-87.7% | $72,976-76.2% |
| Participation rate | 52.2% | 75.1%-23.0pp | 82.5%-30.3pp | 69.5%-17.3pp |
| Annual return | 43.17% | 111.88%-68.7pp | 71.41%-28.2pp | 81.02%-37.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,541 | $5,419-34.7% | $6,710-47.2% | $3,608-1.9% |
| Admin fee / account holder | $3 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |