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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 | $8,637 | $91,198-90.5% | $178,503-95.2% | $79,856-89.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $630 | $3,257-80.6% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,297 | $3,237-59.9% | $5,202-75.1% | $3,741-65.3% |
| Admin fee / account holder | $242 | $6,748-96.4% | $13,987-98.3% | $5,306-95.4% |