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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 | $7,871 | $57,350-86.3% | $83,850-90.6% | $64,181-87.7% |
| Participation rate | 6.8% | 68.6%-61.8pp | 76.1%-69.3pp | 69.6%-62.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,073 | $2,545-57.8% | $3,631-70.5% | $2,381-54.9% |
| Participant deferral / active EE | $1,637 | $2,993-45.3% | $4,082-59.9% | $3,470-52.8% |
| Admin fee / account holder | $25 | $4,046-99.4% | $5,478-99.5% | $4,887-99.5% |