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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 | $10,647 | $111,878-90.5% | $93,727-88.6% | $145,897-92.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 20.80% | 204.28%-183.5pp | 133.83%-113.0pp | 552.29%-531.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,018 | $4,920-38.7% | $4,417-31.7% | $6,689-54.9% |
| Admin fee / account holder | $30 | $10,256-99.7% | $8,292-99.6% | $13,390-99.8% |