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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 | $8,370 | $98,776-91.5% | $149,745-94.4% | $79,856-89.5% |
| Participation rate | 42.1% | 75.8%-33.7pp | 82.5%-40.4pp | 69.6%-27.5pp |
| Annual return | 356.81% | 27.38%+329.4pp | 276.72%+80.1pp | 31.71%+325.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,426 | $5,681-57.3% | $6,843-64.5% | $3,741-35.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |