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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 | $9,679 | $89,364-89.2% | $141,177-93.1% | $72,983-86.7% |
| Participation rate | 49.2% | 75.1%-25.9pp | 82.5%-33.2pp | 69.5%-20.3pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,063 | $3,115-33.8% | $4,736-56.4% | $2,440-15.5% |
| Participant deferral / active EE | $2,546 | $5,419-53.0% | $6,710-62.1% | $3,608-29.4% |
| Admin fee / account holder | $72 | $5,959-98.8% | $10,263-99.3% | $5,124-98.6% |