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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 | $11,508 | $98,766-88.3% | $149,730-92.3% | $79,852-85.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,498 | $3,217-53.4% | $4,645-67.8% | $2,471-39.4% |
| Participant deferral / active EE | $2,985 | $5,681-47.4% | $6,843-56.4% | $3,740-20.2% |
| Admin fee / account holder | $22 | $6,052-99.6% | $9,310-99.8% | $5,306-99.6% |