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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 | $10,548 | $93,589-88.7% | $135,942-92.2% | $75,181-86.0% |
| Participation rate | 47.1% | 75.2%-28.1pp | 81.9%-34.9pp | 67.2%-20.1pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,898 | $3,537-46.4% | $4,858-60.9% | $2,671-28.9% |
| Participant deferral / active EE | $3,635 | $6,405-43.2% | $7,759-53.2% | $4,126-11.9% |
| Admin fee / account holder | $148 | $6,977-97.9% | $10,764-98.6% | $5,650-97.4% |