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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 | $9,990 | $98,766-89.9% | $149,730-93.3% | $79,852-87.5% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,589 | $3,217-50.6% | $4,645-65.8% | $2,471-35.7% |
| Participant deferral / active EE | $5,406 | $5,681-4.8% | $6,843-21.0% | $3,740+44.5% |
| Admin fee / account holder | $108 | $6,052-98.2% | $9,310-98.8% | $5,306-98.0% |