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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 | $10,195 | $118,875-91.4% | $96,572-89.4% | $167,553-93.9% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,592 | $3,121-17.0% | $2,357+9.9% | $4,840-46.4% |
| Participant deferral / active EE | $3,128 | $4,617-32.2% | $3,850-18.7% | $6,343-50.7% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |