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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 | $17,697 | $102,422-82.7% | $147,117-88.0% | $80,959-78.1% |
| Participation rate | 49.2% | 75.9%-26.7pp | 82.2%-33.0pp | 67.7%-18.5pp |
| Annual return | 21.44% | 135.16%-113.7pp | 420.54%-399.1pp | 35.67%-14.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,960 | $6,652-55.5% | $8,065-63.3% | $4,300-31.2% |
| Admin fee / account holder | $260 | $7,953-96.7% | $12,993-98.0% | $6,925-96.2% |