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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 | $14,039 | $89,370-84.3% | $141,197-90.1% | $72,976-80.8% |
| Participation rate | 62.0% | 75.1%-13.1pp | 82.5%-20.5pp | 69.5%-7.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,477 | $3,115-52.6% | $4,736-68.8% | $2,440-39.5% |
| Participant deferral / active EE | $2,796 | $5,419-48.4% | $6,710-58.3% | $3,608-22.5% |
| Admin fee / account holder | $61 | $5,957-99.0% | $10,265-99.4% | $5,124-98.8% |