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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 | $19,378 | $73,638-73.7% | $108,405-82.1% | $79,391-75.6% |
| Participation rate | 53.0% | 77.4%-24.4pp | 80.1%-27.1pp | 70.7%-17.7pp |
| Annual return | 29.91% | 33.27%-3.4pp | 905.55%-875.6pp | 116.88%-87.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,174 | $6,218-16.8% | $6,563-21.2% | $4,046+27.9% |
| Admin fee / account holder | $2 | $638-99.7% | $7,297-100.0% | $627-99.7% |