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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 | $10,365 | $99,652-89.6% | $78,778-86.8% | $147,586-93.0% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,032 | $2,796-27.3% | $1,986+2.3% | $4,876-58.3% |
| Participant deferral / active EE | $5,594 | $3,664+52.7% | $2,958+89.1% | $5,439+2.9% |
| Admin fee / account holder | $97 | $7,155-98.6% | $5,134-98.1% | $10,886-99.1% |