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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 | $21,473 | $104,251-79.4% | $91,004-76.4% | $147,585-85.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,380 | $3,116-55.7% | $2,456-43.8% | $4,876-71.7% |
| Participant deferral / active EE | $8,625 | $4,195+105.6% | $3,548+143.1% | $5,439+58.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |