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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 | $10,088 | $64,311-84.3% | $57,356-82.4% | $125,389-92.0% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.7pp | 83.2%-49.9pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.41%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $305 | $3,193-90.4% | $2,689-88.6% | $4,866-93.7% |
| Participant deferral / active EE | $4,129 | $3,846+7.4% | $3,162+30.6% | $5,352-22.8% |
| Admin fee / account holder | $55 | $5,243-99.0% | $3,357-98.4% | $9,541-99.4% |