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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 | $5,134 | $133,981-96.2% | $112,249-95.4% | $134,532-96.2% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,207 | $4,040-70.1% | $3,636-66.8% | $4,741-74.5% |
| Participant deferral / active EE | $1,725 | $5,292-67.4% | $4,729-63.5% | $6,401-73.0% |
| Admin fee / account holder | $222 | $7,492-97.0% | $6,412-96.5% | $11,429-98.1% |