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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 | $20,360 | $112,112-81.8% | $95,956-78.8% | $158,950-87.2% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 38.46% | 171.15%-132.7pp | 91.63%-53.2pp | 302.91%-264.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,920 | $4,784+23.8% | $4,167+42.1% | $5,983-1.0% |
| Admin fee / account holder | $57 | $10,134-99.4% | $6,797-99.2% | $11,248-99.5% |