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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 | $14,143 | $89,367-84.2% | $141,191-90.0% | $72,975-80.6% |
| Participation rate | 48.7% | 75.1%-26.4pp | 82.5%-33.8pp | 69.5%-20.8pp |
| Annual return | 237.54% | 111.87%+125.7pp | 71.41%+166.1pp | 81.01%+156.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,573 | $5,419-52.5% | $6,710-61.7% | $3,608-28.7% |
| Admin fee / account holder | $224 | $5,957-96.2% | $10,264-97.8% | $5,124-95.6% |