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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 | $30,451 | $100,060-69.6% | $149,721-79.7% | $70,126-56.6% |
| Participation rate | 41.2% | 83.6%-42.4pp | 87.1%-45.9pp | 69.5%-28.4pp |
| Annual return | 27.20% | 27.46%-0.3pp | 1501.67%-1474.5pp | 73.15%-45.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,445 | $4,982-30.9% | $6,568-47.6% | $3,332+3.4% |
| Admin fee / account holder | $152 | $8,285-98.2% | $11,282-98.7% | $4,645-96.7% |