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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 | $5,413 | $103,393-94.8% | $87,103-93.8% | $152,909-96.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $940 | $3,221-70.8% | $2,521-62.7% | $4,764-80.3% |
| Participant deferral / active EE | $1,607 | $4,778-66.4% | $4,049-60.3% | $5,851-72.5% |
| Admin fee / account holder | $9 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |