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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 | $27,542 | $81,208-66.1% | $98,920-72.2% | $79,856-65.5% |
| Participation rate | 4.3% | 72.5%-68.2pp | 76.0%-71.7pp | 69.6%-65.3pp |
| Annual return | 14.78% | 60.99%-46.2pp | 196.47%-181.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |