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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 | $10,811 | $101,063-89.3% | $81,473-86.7% | $147,586-92.7% |
| Participation rate | 31.3% | 74.5%-43.2pp | 68.0%-36.7pp | 82.8%-51.6pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $385 | $3,206-88.0% | $2,568-85.0% | $4,876-92.1% |
| Participant deferral / active EE | $3,010 | $4,242-29.0% | $3,537-14.9% | $5,439-44.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |