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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 | $14,333 | $165,361-91.3% | $149,715-90.4% | $158,950-91.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,185 | $5,103-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $5,010 | $7,182-30.2% | $6,842-26.8% | $5,983-16.3% |
| Admin fee / account holder | $38 | $10,808-99.6% | $9,310-99.6% | $11,248-99.7% |