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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 | $18,753 | $176,838-89.4% | $146,685-87.2% | $167,518-88.8% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $4,442 | $5,161-13.9% | $4,137+7.4% | $4,838-8.2% |
| Participant deferral / active EE | $6,339 | $6,441-1.6% | $5,507+15.1% | $6,342-0.1% |
| Admin fee / account holder | $33 | $13,262-99.8% | $10,281-99.7% | $12,312-99.7% |