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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 | $17,787 | $103,393-82.8% | $87,103-79.6% | $152,909-88.4% |
| Participation rate | 65.2% | 79.4%-14.1pp | 76.9%-11.7pp | 82.5%-17.2pp |
| Annual return | 59.62% | 28.10%+31.5pp | 28.19%+31.4pp | 345.46%-285.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,639 | $4,778+80.8% | $4,049+113.4% | $5,851+47.6% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |