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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 | $17,820 | $89,367-80.1% | $141,191-87.4% | $72,975-75.6% |
| Participation rate | 39.4% | 75.1%-35.7pp | 82.5%-43.1pp | 69.5%-30.1pp |
| Annual return | 42.68% | 111.87%-69.2pp | 71.41%-28.7pp | 81.01%-38.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,233 | $5,419-21.9% | $6,710-36.9% | $3,608+17.3% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |