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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 | $6,094 | $124,351-95.1% | $109,188-94.4% | $167,553-96.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,388 | $4,210-67.0% | $3,723-62.7% | $4,840-71.3% |
| Participant deferral / active EE | $2,389 | $5,257-54.5% | $4,654-48.7% | $6,343-62.3% |
| Admin fee / account holder | $55 | $7,975-99.3% | $6,755-99.2% | $12,316-99.6% |