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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 | $20,416 | $165,939-87.7% | $122,354-83.3% | $147,586-86.2% |
| Participation rate | 12.5% | 79.6%-67.1pp | 71.6%-59.1pp | 82.8%-70.3pp |
| Annual return | 26.00% | 34.56%-8.6pp | 30.28%-4.3pp | 578.59%-552.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,967 | $4,005-50.9% | $3,287-40.2% | $5,439-63.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |