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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 | $8,802 | $228,395-96.1% | $185,861-95.3% | $158,982-94.5% |
| Participation rate | 46.2% | 82.3%-36.2pp | 78.0%-31.9pp | 82.0%-35.8pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,225 | $4,968-75.3% | $4,088-70.0% | $4,763-74.3% |
| Participant deferral / active EE | $3,424 | $6,417-46.6% | $5,634-39.2% | $5,983-42.8% |
| Admin fee / account holder | $13 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |