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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 | $6,543 | $133,981-95.1% | $112,249-94.2% | $134,532-95.1% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,046 | $4,040-74.1% | $3,636-71.2% | $4,741-77.9% |
| Participant deferral / active EE | $1,599 | $5,292-69.8% | $4,729-66.2% | $6,401-75.0% |
| Admin fee / account holder | $298 | $7,492-96.0% | $6,412-95.3% | $11,429-97.4% |