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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 | $11,473 | $85,171-86.5% | $172,753-93.4% | $72,976-84.3% |
| Participation rate | 16.7% | 70.1%-53.4pp | 82.6%-66.0pp | 69.5%-52.8pp |
| Annual return | 49.26% | 27.32%+21.9pp | 803.00%-753.7pp | 81.02%-31.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,585 | $3,260-51.4% | $5,198-69.5% | $3,608-56.1% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |