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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 | $13,818 | $127,790-89.2% | $106,554-87.0% | $167,553-91.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,075 | $3,427-39.5% | $2,819-26.4% | $4,840-57.1% |
| Participant deferral / active EE | $4,669 | $5,088-8.2% | $4,398+6.1% | $6,343-26.4% |
| Admin fee / account holder | $14 | $11,231-99.9% | $7,408-99.8% | $12,316-99.9% |