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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 | $9,352 | $115,810-91.9% | $101,271-90.8% | $158,966-94.1% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $784 | $4,175-81.2% | $3,660-78.6% | $4,762-83.5% |
| Participant deferral / active EE | $1,513 | $4,958-69.5% | $4,371-65.4% | $5,983-74.7% |
| Admin fee / account holder | $61 | $7,248-99.2% | $5,948-99.0% | $11,250-99.5% |