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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 | $5,846 | $129,959-95.5% | $104,301-94.4% | $134,532-95.7% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,052 | $4,185-74.9% | $3,373-68.8% | $4,741-77.8% |
| Participant deferral / active EE | $2,827 | $5,589-49.4% | $4,626-38.9% | $6,401-55.8% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |