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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 | $17,578 | $113,338-84.5% | $94,993-81.5% | $147,586-88.1% |
| Participation rate | 28.6% | 78.0%-49.4pp | 73.9%-45.3pp | 82.8%-54.3pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $857 | $3,160-72.9% | $2,603-67.1% | $4,876-82.4% |
| Participant deferral / active EE | $3,857 | $3,777+2.1% | $3,317+16.3% | $5,439-29.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |