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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 | $16,583 | $227,633-92.7% | $189,597-91.3% | $167,553-90.1% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,686 | $5,317-68.3% | $4,412-61.8% | $4,840-65.2% |
| Participant deferral / active EE | $3,743 | $7,003-46.6% | $6,174-39.4% | $6,343-41.0% |
| Admin fee / account holder | $141 | $11,879-98.8% | $9,807-98.6% | $12,316-98.9% |