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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 | $18,457 | $78,705-76.5% | $117,857-84.3% | $70,131-73.7% |
| Participation rate | 18.2% | 73.2%-55.0pp | 79.7%-61.5pp | 69.5%-51.4pp |
| Annual return | 551.46% | 23.30%+528.2pp | 335.09%+216.4pp | 73.14%+478.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,319 | $3,297+152.3% | $4,482+85.6% | $3,332+149.7% |
| Admin fee / account holder | $141 | $5,065-97.2% | $8,020-98.2% | $4,645-97.0% |