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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 | $10,961 | $58,391-81.2% | $76,657-85.7% | $72,975-85.0% |
| Participation rate | 40.0% | 67.4%-27.4pp | 72.1%-32.1pp | 69.5%-29.5pp |
| Annual return | 1504.12% | 2306.65%-802.5pp | 1166.74%+337.4pp | 81.01%+1423.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,398 | $2,690-48.1% | $3,335-58.1% | $3,608-61.3% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |