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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 | $6,319 | $121,701-94.8% | $104,639-94.0% | $158,982-96.0% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $496 | $3,165-84.3% | $2,682-81.5% | $4,763-89.6% |
| Participant deferral / active EE | $2,819 | $4,176-32.5% | $3,738-24.6% | $5,983-52.9% |
| Admin fee / account holder | $164 | $7,778-97.9% | $6,465-97.5% | $11,252-98.5% |