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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 | $10,107 | $51,736-80.5% | $120,225-91.6% | $67,986-85.1% |
| Participation rate | 0.9% | 46.1%-45.2pp | 69.6%-68.7pp | 57.2%-56.3pp |
| Annual return | 15.56% | 31.98%-16.4pp | 439.23%-423.7pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,206-100.0% | $3,999-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,159-100.0% | $5,696-100.0% | $3,203-100.0% |