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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 | $8,203 | $148,582-94.5% | $135,942-94.0% | $139,456-94.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,333 | $5,245-74.6% | $4,858-72.6% | $4,753-71.9% |
| Participant deferral / active EE | $4,339 | $8,101-46.4% | $7,759-44.1% | $6,711-35.3% |
| Admin fee / account holder | $13 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |