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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 | $6,043 | $97,729-93.8% | $83,830-92.8% | $135,379-95.5% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $838 | $4,222-80.1% | $3,631-76.9% | $4,779-82.5% |
| Participant deferral / active EE | $1,586 | $4,683-66.1% | $4,082-61.2% | $5,609-71.7% |
| Admin fee / account holder | $252 | $6,674-96.2% | $5,479-95.4% | $10,828-97.7% |