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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 | $5,929 | $63,346-90.6% | $92,240-93.6% | $70,126-91.5% |
| Participation rate | 60.6% | 68.7%-8.1pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $941 | $2,471-61.9% | $3,680-74.4% | $2,343-59.8% |
| Participant deferral / active EE | $1,254 | $2,854-56.1% | $3,897-67.8% | $3,332-62.4% |
| Admin fee / account holder | $45 | $3,841-98.8% | $5,194-99.1% | $4,645-99.0% |