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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 | $14,458 | $176,402-91.8% | $134,162-89.2% | $158,982-90.9% |
| Participation rate | 30.0% | 78.7%-48.7pp | 72.2%-42.2pp | 82.0%-52.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $809 | $5,042-84.0% | $3,705-78.2% | $4,763-83.0% |
| Participant deferral / active EE | $2,870 | $4,093-29.9% | $3,500-18.0% | $5,983-52.0% |
| Admin fee / account holder | $29 | $8,719-99.7% | $6,685-99.6% | $11,252-99.7% |