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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 | $10,404 | $124,314-91.6% | $109,163-90.5% | $167,518-93.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $881 | $4,209-79.1% | $3,723-76.3% | $4,838-81.8% |
| Participant deferral / active EE | $4,053 | $5,256-22.9% | $4,654-12.9% | $6,342-36.1% |
| Admin fee / account holder | $21 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |