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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 | $8,271 | $63,346-86.9% | $92,240-91.0% | $70,126-88.2% |
| Participation rate | 47.4% | 68.7%-21.3pp | 76.5%-29.1pp | 69.5%-22.2pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $940 | $2,471-62.0% | $3,680-74.5% | $2,343-59.9% |
| Participant deferral / active EE | $1,893 | $2,854-33.7% | $3,897-51.4% | $3,332-43.2% |
| Admin fee / account holder | $207 | $3,841-94.6% | $5,194-96.0% | $4,645-95.5% |