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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 | $2,949 | $93,124-96.8% | $77,100-96.2% | $134,545-97.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,123 | $3,421-67.2% | $2,815-60.1% | $4,742-76.3% |
| Participant deferral / active EE | $1,258 | $5,242-76.0% | $4,430-71.6% | $6,401-80.4% |
| Admin fee / account holder | $52 | $6,970-99.3% | $5,443-99.0% | $11,431-99.5% |