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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 | $11,493 | $132,099-91.3% | $115,599-90.1% | $138,895-91.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.3%-11.8pp | 79.9%-17.4pp |
| Annual return | 28.62% | 176.76%-148.1pp | 111.10%-82.5pp | 145.39%-116.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,813 | $5,617-49.9% | $4,889-42.5% | $6,396-56.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |