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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 | $1,235 | $90,606-98.6% | $79,466-98.4% | $135,379-99.1% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $576 | $3,068-81.2% | $2,800-79.4% | $4,779-87.9% |
| Participant deferral / active EE | $697 | $4,050-82.8% | $3,704-81.2% | $5,609-87.6% |
| Admin fee / account holder | $42 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |