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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 | $6,160 | $65,364-90.6% | $92,909-93.4% | $72,975-91.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $852 | $2,594-67.2% | $3,653-76.7% | $2,440-65.1% |
| Participant deferral / active EE | $2,222 | $3,128-29.0% | $4,238-47.6% | $3,608-38.4% |
| Admin fee / account holder | $14 | $4,251-99.7% | $5,795-99.8% | $5,124-99.7% |