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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 | $28,931 | $82,028-64.7% | $123,105-76.5% | $59,633-51.5% |
| Participation rate | 60.8% | 83.2%-22.4pp | 86.8%-26.0pp | 68.7%-7.9pp |
| Annual return | 278.50% | 5.12%+273.4pp | 13.22%+265.3pp | 2041.45%-1763.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,485 | $4,667+17.5% | $6,229-11.9% | $3,192+71.9% |
| Admin fee / account holder | $166 | $5,879-97.2% | $9,014-98.2% | $4,297-96.1% |