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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 | $11,102 | $158,827-93.0% | $121,208-90.8% | $135,382-91.8% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.8%-31.8pp | 82.6%-42.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $513 | $5,666-91.0% | $4,023-87.3% | $4,779-89.3% |
| Participant deferral / active EE | $2,289 | $4,006-42.8% | $3,345-31.6% | $5,609-59.2% |
| Admin fee / account holder | $74 | $6,514-98.9% | $5,020-98.5% | $10,829-99.3% |