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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 | $7,734 | $96,508-92.0% | $75,901-89.8% | $152,897-94.9% |
| Participation rate | 42.9% | 76.2%-33.3pp | 69.3%-26.4pp | 82.5%-39.6pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,459 | $3,310-55.9% | $2,501-41.7% | $4,764-69.4% |
| Participant deferral / active EE | $1,820 | $4,554-60.0% | $3,603-49.5% | $5,851-68.9% |
| Admin fee / account holder | $172 | $8,081-97.9% | $5,420-96.8% | $11,599-98.5% |