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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 | $11,391 | $176,402-93.5% | $134,162-91.5% | $158,966-92.8% |
| Participation rate | 36.4% | 78.7%-42.4pp | 72.2%-35.8pp | 82.0%-45.6pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $453 | $5,042-91.0% | $3,705-87.8% | $4,762-90.5% |
| Participant deferral / active EE | $705 | $4,093-82.8% | $3,500-79.8% | $5,983-88.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |