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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 | $9,571 | $165,381-94.2% | $149,730-93.6% | $158,966-94.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,062 | $5,104-79.2% | $4,645-77.1% | $4,762-77.7% |
| Participant deferral / active EE | $3,421 | $7,182-52.4% | $6,843-50.0% | $5,983-42.8% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |