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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 | $7,710 | $58,927-86.9% | $76,823-90.0% | $72,983-89.4% |
| Participation rate | 68.0% | 67.3%+0.7pp | 72.1%-4.1pp | 69.5%-1.5pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.42%-1166.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,477 | $1,787-17.4% | $2,302-35.9% | $2,440-39.5% |
| Participant deferral / active EE | $1,505 | $2,690-44.0% | $3,336-54.9% | $3,608-58.3% |
| Admin fee / account holder | $212 | $4,013-94.7% | $6,422-96.7% | $5,124-95.9% |