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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 | $3,411 | $34,316-90.1% | $74,722-95.4% | $72,975-95.3% |
| Participation rate | 34.9% | 42.4%-7.5pp | 54.5%-19.6pp | 69.5%-34.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $439 | $692-36.5% | $1,084-59.5% | $2,440-82.0% |
| Participant deferral / active EE | $670 | $1,272-47.3% | $1,963-65.9% | $3,608-81.4% |
| Admin fee / account holder | $6 | $2,125-99.7% | $3,335-99.8% | $5,124-99.9% |