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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 | $3,612 | $110,254-96.7% | $95,733-96.2% | $139,427-97.4% |
| Participation rate | 62.5% | 75.7%-13.2pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 0.00% | 27.13%-27.1pp | 28.37%-28.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $1,024 | $3,258-68.6% | $2,835-63.9% | $4,752-78.4% |
| Participant deferral / active EE | $1,433 | $4,675-69.4% | $4,244-66.2% | $6,711-78.7% |
| Admin fee / account holder | $27 | $6,607-99.6% | $5,673-99.5% | $11,404-99.8% |