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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 | $16,121 | $80,753-80.0% | $136,298-88.2% | $62,293-74.1% |
| Participation rate | 54.0% | 73.5%-19.5pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 239.29% | 35.83%+203.5pp | 5156.27%-4917.0pp | 28.90%+210.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,564 | $5,164+7.7% | $6,247-10.9% | $3,169+75.6% |
| Admin fee / account holder | $73 | $525-86.1% | $9,244-99.2% | $479-84.7% |