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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 | $7,408 | $61,338-87.9% | $149,717-95.1% | $71,495-89.6% |
| Participation rate | 17.3% | 62.5%-45.2pp | 78.8%-61.5pp | 67.9%-50.6pp |
| Annual return | 0.00% | 35.86%-35.9pp | 134.41%-134.4pp | 28.85%-28.9pp |
| Employer contribution / active EE | $381 | $2,381-84.0% | $4,820-92.1% | $2,589-85.3% |
| Participant deferral / active EE | $931 | $2,919-68.1% | $5,682-83.6% | $4,291-78.3% |
| Admin fee / account holder | $48 | $1,263-96.2% | $13,213-99.6% | $1,588-97.0% |