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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 | $13,741 | $99,652-86.2% | $78,778-82.6% | $147,586-90.7% |
| Participation rate | 15.4% | 76.2%-60.8pp | 69.2%-53.8pp | 82.8%-67.4pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $912 | $2,796-67.4% | $1,986-54.1% | $4,876-81.3% |
| Participant deferral / active EE | $1,140 | $3,664-68.9% | $2,958-61.4% | $5,439-79.0% |
| Admin fee / account holder | $4 | $7,155-99.9% | $5,134-99.9% | $10,886-100.0% |