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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 | $11,001 | $107,363-89.8% | $92,909-88.2% | $152,897-92.8% |
| Participation rate | 29.4% | 79.8%-50.4pp | 76.0%-46.6pp | 82.5%-53.0pp |
| Annual return | 33.31% | 145.63%-112.3pp | 109.44%-76.1pp | 345.43%-312.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,670 | $4,848-65.6% | $4,238-60.6% | $5,851-71.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |