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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 | $6,217 | $112,112-94.5% | $95,956-93.5% | $158,950-96.1% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 0.00% | 171.15%-171.1pp | 91.63%-91.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $847 | $3,199-73.5% | $2,541-66.7% | $4,762-82.2% |
| Participant deferral / active EE | $1,610 | $4,784-66.3% | $4,167-61.4% | $5,983-73.1% |
| Admin fee / account holder | $9 | $10,134-99.9% | $6,797-99.9% | $11,248-99.9% |