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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 | $8,512 | $93,346-90.9% | $71,796-88.1% | $273,972-96.9% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $719 | $2,733-73.7% | $1,924-62.6% | $4,869-85.2% |
| Participant deferral / active EE | $820 | $3,475-76.4% | $2,794-70.6% | $5,287-84.5% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.4% | $10,133-99.7% |