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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 | $11,112 | $232,540-95.2% | $185,117-94.0% | $147,586-92.5% |
| Participation rate | 45.5% | 82.4%-36.9pp | 77.3%-31.8pp | 82.8%-37.4pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $953 | $5,195-81.7% | $4,182-77.2% | $4,876-80.5% |
| Participant deferral / active EE | $3,679 | $5,834-36.9% | $5,045-27.1% | $5,439-32.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |