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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 | $10,030 | $124,346-91.9% | $111,306-91.0% | $167,553-94.0% |
| Participation rate | 42.1% | 79.6%-37.5pp | 77.3%-35.2pp | 82.1%-40.0pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $727 | $3,438-78.8% | $2,732-73.4% | $4,840-85.0% |
| Participant deferral / active EE | $3,394 | $5,182-34.5% | $4,488-24.4% | $6,343-46.5% |
| Admin fee / account holder | $101 | $10,623-99.0% | $7,966-98.7% | $12,316-99.2% |