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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 | $19,678 | $165,381-88.1% | $149,730-86.9% | $158,966-87.6% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,844 | $5,104-63.9% | $4,645-60.3% | $4,762-61.3% |
| Participant deferral / active EE | $4,108 | $7,182-42.8% | $6,843-40.0% | $5,983-31.3% |
| Admin fee / account holder | $150 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |