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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 | $6,964 | $56,134-87.6% | $96,171-92.8% | $85,847-91.9% |
| Participation rate | 28.6% | 56.7%-28.1pp | 68.4%-39.9pp | 69.3%-40.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $825 | $1,620-49.1% | $2,799-70.5% | $2,565-67.8% |
| Participant deferral / active EE | $1,648 | $2,858-42.3% | $4,350-62.1% | $3,952-58.3% |
| Admin fee / account holder | $160 | $3,769-95.7% | $5,538-97.1% | $6,261-97.4% |