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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 | $7,521 | $97,027-92.2% | $83,323-91.0% | $135,382-94.4% |
| Participation rate | 45.8% | 80.4%-34.6pp | 77.8%-31.9pp | 82.6%-36.8pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,015 | $5,964-32.7% | $5,565-27.9% | $5,609-28.4% |
| Admin fee / account holder | $10 | $8,427-99.9% | $7,539-99.9% | $10,829-99.9% |