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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 | $4,712 | $134,001-96.5% | $112,258-95.8% | $134,509-96.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,100 | $4,039-72.8% | $3,636-69.8% | $4,741-76.8% |
| Participant deferral / active EE | $2,429 | $5,291-54.1% | $4,728-48.6% | $6,400-62.0% |
| Admin fee / account holder | $10 | $7,491-99.9% | $6,411-99.9% | $11,427-99.9% |