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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 | $12,113 | $63,346-80.9% | $92,240-86.9% | $70,126-82.7% |
| Participation rate | 41.3% | 68.7%-27.4pp | 76.5%-35.2pp | 69.5%-28.2pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,246 | $2,471-49.6% | $3,680-66.1% | $2,343-46.8% |
| Participant deferral / active EE | $2,825 | $2,854-1.0% | $3,897-27.5% | $3,332-15.2% |
| Admin fee / account holder | $206 | $3,841-94.6% | $5,194-96.0% | $4,645-95.6% |