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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 | $10,811 | $115,917-90.7% | $100,535-89.2% | $158,982-93.2% |
| Participation rate | 46.2% | 81.6%-35.4pp | 79.4%-33.3pp | 82.0%-35.8pp |
| Annual return | 47.17% | 34.80%+12.4pp | 30.90%+16.3pp | 302.99%-255.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,217 | $6,677-36.8% | $6,271-32.8% | $5,983-29.5% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |