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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 | $11,407 | $171,272-93.3% | $127,803-91.1% | $152,909-92.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.0%-29.0pp | 82.5%-32.5pp |
| Annual return | 55.57% | 23.54%+32.0pp | 26.14%+29.4pp | 345.46%-289.9pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,874 | $7,043-45.0% | $6,023-35.7% | $5,851-33.8% |
| Admin fee / account holder | $29 | $14,540-99.8% | $9,399-99.7% | $11,601-99.8% |