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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 | $5,950 | $109,372-94.6% | $89,414-93.3% | $158,966-96.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,415 | $3,171-55.4% | $2,586-45.3% | $4,762-70.3% |
| Participant deferral / active EE | $2,132 | $4,598-53.6% | $3,890-45.2% | $5,983-64.4% |
| Admin fee / account holder | $6 | $6,156-99.9% | $4,883-99.9% | $11,250-99.9% |