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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 | $9,509 | $91,179-89.6% | $178,499-94.7% | $79,852-88.1% |
| Participation rate | 19.4% | 69.2%-49.8pp | 81.9%-62.5pp | 69.6%-50.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $692 | $3,256-78.8% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $1,217 | $3,236-62.4% | $5,202-76.6% | $3,740-67.5% |
| Admin fee / account holder | $14 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |