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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 | $8,340 | $85,171-90.2% | $172,752-95.2% | $72,975-88.6% |
| Participation rate | 56.1% | 70.1%-14.0pp | 82.6%-26.5pp | 69.5%-13.4pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $970 | $3,324-70.8% | $5,144-81.1% | $2,440-60.2% |
| Participant deferral / active EE | $3,155 | $3,260-3.2% | $5,198-39.3% | $3,608-12.6% |
| Admin fee / account holder | $81 | $5,880-98.6% | $13,955-99.4% | $5,124-98.4% |