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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 | $19,411 | $89,364-78.3% | $141,177-86.3% | $72,983-73.4% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,916 | $3,115-38.5% | $4,736-59.5% | $2,440-21.5% |
| Participant deferral / active EE | $3,129 | $5,419-42.2% | $6,710-53.4% | $3,608-13.3% |
| Admin fee / account holder | $75 | $5,959-98.7% | $10,263-99.3% | $5,124-98.5% |