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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 | $14,825 | $118,708-87.5% | $98,920-85.0% | $158,982-90.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $988 | $3,334-70.4% | $2,689-63.3% | $4,763-79.3% |
| Participant deferral / active EE | $1,348 | $5,089-73.5% | $4,245-68.2% | $5,983-77.5% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.8% | $11,252-99.9% |