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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 | $11,312 | $118,869-90.5% | $96,575-88.3% | $167,518-93.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 25.34% | 50.49%-25.2pp | 37.79%-12.5pp | 478.71%-453.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,071 | $4,616+9.9% | $3,849+31.8% | $6,342-20.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |