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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 | $9,552 | $70,684-86.5% | $169,397-94.4% | $75,177-87.3% |
| Participation rate | 44.6% | 64.8%-20.2pp | 77.2%-32.5pp | 67.2%-22.6pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.23%-406.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,447 | $2,211-34.6% | $4,013-63.9% | $2,671-45.8% |
| Participant deferral / active EE | $2,521 | $4,310-41.5% | $6,223-59.5% | $4,126-38.9% |
| Admin fee / account holder | $111 | $5,404-97.9% | $9,017-98.8% | $5,651-98.0% |