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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 | $9,572 | $58,726-83.7% | $142,898-93.3% | $85,847-88.9% |
| Participation rate | 44.8% | 58.5%-13.7pp | 72.0%-27.1pp | 69.3%-24.5pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,719 | $1,424+20.8% | $4,146-58.5% | $2,565-33.0% |
| Participant deferral / active EE | $4,337 | $2,609+66.2% | $3,838+13.0% | $3,952+9.7% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |