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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 | $11,363 | $90,590-87.5% | $90,782-87.5% | $135,380-91.6% |
| Participation rate | 58.3% | 83.7%-25.4pp | 82.7%-24.3pp | 82.6%-24.3pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,651 | $4,352-62.1% | $4,105-59.8% | $4,779-65.5% |
| Participant deferral / active EE | $5,001 | $5,407-7.5% | $5,366-6.8% | $5,609-10.8% |
| Admin fee / account holder | $1 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |