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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 | $7,283 | $56,197-87.0% | $67,652-89.2% | $59,633-87.8% |
| Participation rate | 58.1% | 71.5%-13.3pp | 75.7%-17.5pp | 68.7%-10.5pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,432 | $1,615-11.3% | $2,266-36.8% | $2,203-35.0% |
| Participant deferral / active EE | $3,126 | $2,844+9.9% | $3,560-12.2% | $3,192-2.1% |
| Admin fee / account holder | $108 | $3,958-97.3% | $4,821-97.8% | $4,297-97.5% |