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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 | $14,247 | $98,760-85.6% | $149,715-90.5% | $79,858-82.2% |
| Participation rate | 37.1% | 75.8%-38.6pp | 82.5%-45.3pp | 69.6%-32.5pp |
| Annual return | 40.66% | 27.43%+13.2pp | 276.66%-236.0pp | 31.72%+8.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,229 | $5,681-43.2% | $6,842-52.8% | $3,740-13.7% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |