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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 | $10,070 | $104,694-90.4% | $85,709-88.3% | $167,536-94.0% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,494 | $3,337-25.3% | $2,619-4.8% | $4,839-48.5% |
| Participant deferral / active EE | $5,390 | $4,826+11.7% | $3,924+37.4% | $6,342-15.0% |
| Admin fee / account holder | $125 | $10,035-98.8% | $6,876-98.2% | $12,315-99.0% |