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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 | $12,066 | $82,678-85.4% | $125,391-90.4% | $68,490-82.4% |
| Participation rate | 60.7% | 75.1%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,998 | $3,382-40.9% | $4,816-58.5% | $2,597-23.1% |
| Participant deferral / active EE | $4,173 | $6,111-31.7% | $7,448-44.0% | $4,028+3.6% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |