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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 | $12,137 | $232,540-94.8% | $185,117-93.4% | $147,586-91.8% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,415 | $5,195-72.8% | $4,182-66.2% | $4,876-71.0% |
| Participant deferral / active EE | $2,238 | $5,834-61.6% | $5,045-55.6% | $5,439-58.9% |
| Admin fee / account holder | $14 | $10,275-99.9% | $8,159-99.8% | $10,886-99.9% |