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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 | $9,292 | $98,760-90.6% | $149,715-93.8% | $79,858-88.4% |
| Participation rate | 68.7% | 75.8%-7.1pp | 82.5%-13.8pp | 69.6%-1.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,142 | $3,217-33.4% | $4,645-53.9% | $2,471-13.3% |
| Participant deferral / active EE | $3,928 | $5,681-30.9% | $6,842-42.6% | $3,740+5.0% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |