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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 | $10,600 | $64,324-83.5% | $118,914-91.1% | $79,856-86.7% |
| Participation rate | 53.8% | 64.9%-11.0pp | 75.4%-21.6pp | 69.6%-15.8pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,263 | $1,836-31.2% | $3,264-61.3% | $2,471-48.9% |
| Participant deferral / active EE | $3,492 | $2,824+23.7% | $4,266-18.1% | $3,741-6.7% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,582-100.0% | $5,306-100.0% |