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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 | $5,008 | $104,937-95.2% | $84,628-94.1% | $152,897-96.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $750 | $3,303-77.3% | $2,653-71.7% | $4,764-84.3% |
| Participant deferral / active EE | $1,599 | $4,690-65.9% | $3,900-59.0% | $5,851-72.7% |
| Admin fee / account holder | $7 | $6,243-99.9% | $4,914-99.9% | $11,599-99.9% |