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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 | $6,819 | $100,805-93.2% | $86,698-92.1% | $134,532-94.9% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,392 | $3,490-60.1% | $2,837-50.9% | $4,741-70.6% |
| Participant deferral / active EE | $2,704 | $5,339-49.4% | $4,656-41.9% | $6,401-57.8% |
| Admin fee / account holder | $22 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |