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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 | $16,904 | $167,352-89.9% | $143,788-88.2% | $134,509-87.4% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,973 | $5,620-64.9% | $4,952-60.2% | $4,741-58.4% |
| Participant deferral / active EE | $5,066 | $6,447-21.4% | $5,638-10.2% | $6,400-20.9% |
| Admin fee / account holder | $48 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |