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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 | $12,254 | $148,582-91.8% | $135,942-91.0% | $139,456-91.2% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,798 | $5,245-65.7% | $4,858-63.0% | $4,753-62.2% |
| Participant deferral / active EE | $5,219 | $8,101-35.6% | $7,759-32.7% | $6,711-22.2% |
| Admin fee / account holder | $39 | $12,402-99.7% | $10,764-99.6% | $11,407-99.7% |