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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 | $9,294 | $105,856-91.2% | $90,161-89.7% | $147,586-93.7% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,613 | $4,126-60.9% | $3,318-51.4% | $4,876-66.9% |
| Participant deferral / active EE | $4,235 | $5,733-26.1% | $5,287-19.9% | $5,439-22.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |