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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 | $12,518 | $154,365-91.9% | $130,231-90.4% | $139,466-91.0% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 240.66% | 30.53%+210.1pp | 38.86%+201.8pp | 373.66%-133.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,044 | $8,498-17.1% | $6,799+3.6% | $6,712+4.9% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,409-100.0% |