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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 | $5,027 | $127,296-96.1% | $109,907-95.4% | $167,536-97.0% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.2%-9.0pp | 82.1%-16.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,535 | $3,325-53.8% | $2,844-46.0% | $4,839-68.3% |
| Participant deferral / active EE | $1,673 | $4,513-62.9% | $4,047-58.7% | $6,342-73.6% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |