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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 | $5,292 | $65,395-91.9% | $182,540-97.1% | $72,975-92.7% |
| Participation rate | 59.1% | 65.4%-6.4pp | 78.0%-18.9pp | 69.5%-10.4pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,125 | $1,911-41.1% | $4,076-72.4% | $2,440-53.9% |
| Participant deferral / active EE | $2,051 | $3,563-42.4% | $5,525-62.9% | $3,608-43.1% |
| Admin fee / account holder | $23 | $4,245-99.4% | $8,593-99.7% | $5,124-99.5% |