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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 | $18,491 | $124,336-85.1% | $111,303-83.4% | $167,518-89.0% |
| Participation rate | 20.0% | 79.6%-59.6pp | 77.3%-57.3pp | 82.1%-62.1pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,756 | $3,436-48.9% | $2,731-35.7% | $4,838-63.7% |
| Participant deferral / active EE | $1,756 | $5,181-66.1% | $4,487-60.9% | $6,342-72.3% |
| Admin fee / account holder | $36 | $10,623-99.7% | $7,966-99.5% | $12,312-99.7% |