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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 | $10,401 | $102,632-89.9% | $81,988-87.3% | $158,950-93.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.3%-44.3pp | 82.0%-57.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $750 | $3,241-76.9% | $2,498-70.0% | $4,762-84.3% |
| Participant deferral / active EE | $1,500 | $4,649-67.7% | $3,722-59.7% | $5,983-74.9% |
| Admin fee / account holder | $35 | $8,237-99.6% | $5,665-99.4% | $11,248-99.7% |