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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 | $10,493 | $104,694-90.0% | $85,709-87.8% | $167,536-93.7% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,284 | $3,337-61.5% | $2,619-51.0% | $4,839-73.5% |
| Participant deferral / active EE | $1,907 | $4,826-60.5% | $3,924-51.4% | $6,342-69.9% |
| Admin fee / account holder | $33 | $10,035-99.7% | $6,876-99.5% | $12,315-99.7% |