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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 | $14,555 | $180,462-91.9% | $154,111-90.6% | $135,379-89.2% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,353 | $6,036-77.6% | $5,298-74.5% | $4,779-71.7% |
| Participant deferral / active EE | $2,158 | $5,806-62.8% | $5,081-57.5% | $5,609-61.5% |
| Admin fee / account holder | $39 | $16,145-99.8% | $13,411-99.7% | $10,828-99.6% |