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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 | $7,411 | $81,358-90.9% | $155,556-95.2% | $80,959-90.8% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,087 | $3,106-65.0% | $4,675-76.8% | $2,757-60.6% |
| Participant deferral / active EE | $1,304 | $3,455-62.3% | $5,631-76.8% | $4,300-69.7% |
| Admin fee / account holder | $10 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |