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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 | $5,305 | $118,869-95.5% | $96,575-94.5% | $167,518-96.8% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $962 | $3,120-69.2% | $2,357-59.2% | $4,838-80.1% |
| Participant deferral / active EE | $2,304 | $4,616-50.1% | $3,849-40.1% | $6,342-63.7% |
| Admin fee / account holder | $3 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |