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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 | $4,152 | $52,519-92.1% | $155,789-97.3% | $59,633-93.0% |
| Participation rate | 63.0% | 61.7%+1.3pp | 76.1%-13.1pp | 68.7%-5.7pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $530 | $1,589-66.6% | $3,839-86.2% | $2,203-75.9% |
| Participant deferral / active EE | $1,945 | $3,084-37.0% | $4,798-59.5% | $3,192-39.1% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |