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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 | $8,470 | $176,402-95.2% | $134,162-93.7% | $158,982-94.7% |
| Participation rate | 20.0% | 78.7%-58.7pp | 72.2%-52.2pp | 82.0%-62.0pp |
| Annual return | 191.61% | 63.66%+128.0pp | 36.35%+155.3pp | 302.99%-111.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,249 | $4,093-69.5% | $3,500-64.3% | $5,983-79.1% |
| Admin fee / account holder | $18 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |