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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 | $11,730 | $53,128-77.9% | $86,582-86.5% | $70,126-83.3% |
| Participation rate | 55.9% | 65.3%-9.4pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $645 | $2,068-68.8% | $2,839-77.3% | $2,343-72.5% |
| Participant deferral / active EE | $1,467 | $2,695-45.6% | $3,609-59.3% | $3,332-56.0% |
| Admin fee / account holder | $99 | $3,584-97.2% | $4,904-98.0% | $4,645-97.9% |