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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 | $14,428 | $148,623-90.3% | $135,974-89.4% | $139,466-89.7% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 38.58% | 79.30%-40.7pp | 68.30%-29.7pp | 373.66%-335.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,795 | $8,103-53.2% | $7,760-51.1% | $6,712-43.5% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,409-99.7% |