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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 | $4,995 | $162,821-96.9% | $133,978-96.3% | $158,982-96.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,035 | $4,976-79.2% | $3,919-73.6% | $4,763-78.3% |
| Participant deferral / active EE | $1,866 | $5,910-68.4% | $5,047-63.0% | $5,983-68.8% |
| Admin fee / account holder | $25 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |