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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 | $8,600 | $101,063-91.5% | $81,473-89.4% | $147,586-94.2% |
| Participation rate | 56.3% | 74.5%-18.2pp | 68.0%-11.7pp | 82.8%-26.6pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,126 | $3,206-64.9% | $2,568-56.2% | $4,876-76.9% |
| Participant deferral / active EE | $2,490 | $4,242-41.3% | $3,537-29.6% | $5,439-54.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |