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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 | $10,163 | $85,766-88.1% | $136,297-92.5% | $70,124-85.5% |
| Participation rate | 62.0% | 74.2%-12.2pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,855 | $2,966-37.5% | $4,696-60.5% | $2,342-20.8% |
| Participant deferral / active EE | $4,355 | $5,051-13.8% | $6,247-30.3% | $3,332+30.7% |
| Admin fee / account holder | $105 | $5,420-98.1% | $9,244-98.9% | $4,645-97.8% |