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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 | $14,330 | $157,276-90.9% | $141,177-89.8% | $152,885-90.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 46.26% | 64.33%-18.1pp | 71.40%-25.1pp | 345.39%-299.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,315 | $7,110-39.3% | $6,710-35.7% | $5,851-26.2% |
| Admin fee / account holder | $36 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |