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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 | $5,863 | $48,053-87.8% | $84,637-93.1% | $72,976-92.0% |
| Participation rate | 17.8% | 57.6%-39.8pp | 68.2%-50.5pp | 69.5%-51.7pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $571 | $1,602-64.3% | $2,653-78.5% | $2,440-76.6% |
| Participant deferral / active EE | $924 | $2,681-65.5% | $3,900-76.3% | $3,608-74.4% |
| Admin fee / account holder | $248 | $3,395-92.7% | $4,914-95.0% | $5,124-95.2% |