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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 | $7,909 | $228,352-96.5% | $185,835-95.7% | $158,966-95.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,130 | $4,967-57.1% | $4,087-47.9% | $4,762-55.3% |
| Participant deferral / active EE | $2,371 | $6,416-63.0% | $5,633-57.9% | $5,983-60.4% |
| Admin fee / account holder | $13 | $11,867-99.9% | $9,502-99.9% | $11,250-99.9% |