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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 | $6,706 | $108,695-93.8% | $74,722-91.0% | $152,897-95.6% |
| Participation rate | 54.5% | 65.4%-10.8pp | 54.5%+0.1pp | 82.5%-27.9pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $985 | $1,504-34.5% | $1,084-9.2% | $4,764-79.3% |
| Participant deferral / active EE | $2,403 | $2,712-11.4% | $1,963+22.4% | $5,851-58.9% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |