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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 | $5,417 | $103,387-94.8% | $87,102-93.8% | $152,885-96.5% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,210 | $3,221-62.4% | $2,521-52.0% | $4,763-74.6% |
| Participant deferral / active EE | $2,831 | $4,778-40.8% | $4,048-30.1% | $5,851-51.6% |
| Admin fee / account holder | $8 | $12,193-99.9% | $7,491-99.9% | $11,598-99.9% |