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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 | $8,263 | $110,286-92.5% | $96,569-91.4% | $139,427-94.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 26.39%-26.4pp | 25.87%-25.9pp | 373.27%-373.3pp |
| Employer contribution / active EE | $2,493 | $3,619-31.1% | $2,965-15.9% | $4,752-47.5% |
| Participant deferral / active EE | $2,493 | $5,546-55.1% | $4,851-48.6% | $6,711-62.9% |
| Admin fee / account holder | $0 | $11,592-100.0% | $8,251-100.0% | $11,404-100.0% |