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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 | $11,035 | $58,927-81.3% | $76,823-85.6% | $72,983-84.9% |
| Participation rate | 23.8% | 67.3%-43.5pp | 72.1%-48.3pp | 69.5%-45.7pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.42%-1166.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $786 | $1,787-56.0% | $2,302-65.9% | $2,440-67.8% |
| Participant deferral / active EE | $1,430 | $2,690-46.9% | $3,336-57.1% | $3,608-60.4% |
| Admin fee / account holder | $32 | $4,013-99.2% | $6,422-99.5% | $5,124-99.4% |