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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 | $10,280 | $91,198-88.7% | $178,503-94.2% | $79,856-87.1% |
| Participation rate | 29.1% | 69.2%-40.1pp | 81.9%-52.8pp | 69.6%-40.5pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $562 | $3,257-82.7% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $1,296 | $3,237-60.0% | $5,202-75.1% | $3,741-65.4% |
| Admin fee / account holder | $92 | $6,748-98.6% | $13,987-99.3% | $5,306-98.3% |