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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 | $13,353 | $149,679-91.1% | $117,039-88.6% | $147,585-91.0% |
| Participation rate | 68.8% | 83.5%-14.7pp | 77.2%-8.4pp | 82.8%-14.1pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,684 | $4,937-65.9% | $3,785-55.5% | $4,876-65.5% |
| Participant deferral / active EE | $7,070 | $4,912+43.9% | $3,929+79.9% | $5,439+30.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |