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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 | $9,710 | $75,832-87.2% | $147,617-93.4% | $59,633-83.7% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | 0.39% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $892 | $3,485-74.4% | $5,564-84.0% | $2,203-59.5% |
| Participant deferral / active EE | $1,096 | $3,131-65.0% | $4,895-77.6% | $3,192-65.7% |
| Admin fee / account holder | $1 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |