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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 | $10,645 | $167,353-93.6% | $143,797-92.6% | $134,545-92.1% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,607 | $5,620-71.4% | $4,952-67.6% | $4,742-66.1% |
| Participant deferral / active EE | $4,717 | $6,447-26.8% | $5,638-16.3% | $6,401-26.3% |
| Admin fee / account holder | $9 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |