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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 | $13,506 | $106,923-87.4% | $84,023-83.9% | $152,909-91.2% |
| Participation rate | 69.2% | 75.3%-6.0pp | 69.0%+0.2pp | 82.5%-13.2pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,710 | $2,735-0.9% | $1,984+36.6% | $4,764-43.1% |
| Participant deferral / active EE | $5,915 | $4,013+47.4% | $3,239+82.6% | $5,851+1.1% |
| Admin fee / account holder | $55 | $8,289-99.3% | $6,102-99.1% | $11,601-99.5% |