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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 | $11,750 | $162,785-92.8% | $133,959-91.2% | $158,950-92.6% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,929 | $4,975-61.2% | $3,919-50.8% | $4,762-59.5% |
| Participant deferral / active EE | $2,425 | $5,910-59.0% | $5,047-51.9% | $5,983-59.5% |
| Admin fee / account holder | $52 | $11,738-99.6% | $8,928-99.4% | $11,248-99.5% |