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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 | $10,224 | $57,352-82.2% | $83,831-87.8% | $64,173-84.1% |
| Participation rate | 34.6% | 68.6%-34.0pp | 76.1%-41.5pp | 69.6%-35.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,613 | $2,993+54.1% | $4,082+13.0% | $3,470+32.9% |
| Admin fee / account holder | $17 | $4,046-99.6% | $5,479-99.7% | $4,887-99.7% |