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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 | $8,308 | $165,939-95.0% | $122,354-93.2% | $147,586-94.4% |
| Participation rate | 25.0% | 79.6%-54.6pp | 71.6%-46.6pp | 82.8%-57.8pp |
| Annual return | 1170.39% | 34.56%+1135.8pp | 30.28%+1140.1pp | 578.59%+591.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,321 | $4,005-67.0% | $3,287-59.8% | $5,439-75.7% |
| Admin fee / account holder | $8 | $7,425-99.9% | $5,479-99.8% | $10,886-99.9% |