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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 | $8,772 | $127,296-93.1% | $109,907-92.0% | $167,536-94.8% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.6pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $942 | $3,325-71.7% | $2,844-66.9% | $4,839-80.5% |
| Participant deferral / active EE | $1,302 | $4,513-71.2% | $4,047-67.8% | $6,342-79.5% |
| Admin fee / account holder | $23 | $7,119-99.7% | $6,069-99.6% | $12,315-99.8% |