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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 | $102,382-82.7% | $147,005-88.0% | $80,874-78.1% |
| Participation rate | 49.2% | 75.8%-26.7pp | 82.2%-33.0pp | 67.6%-18.5pp |
| Annual return | 21.44% | 134.89%-113.4pp | 418.76%-397.3pp | 35.62%-14.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,960 | $6,646-55.5% | $8,070-63.3% | $4,297-31.1% |
| Admin fee / account holder | $260 | $7,942-96.7% | $13,006-98.0% | $6,935-96.2% |