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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 | $2,786 | $99,032-97.2% | $80,022-96.5% | $135,379-97.9% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $879 | $3,043-71.1% | $2,468-64.4% | $4,779-81.6% |
| Participant deferral / active EE | $1,943 | $4,282-54.6% | $3,686-47.3% | $5,609-65.4% |
| Admin fee / account holder | $6 | $10,436-99.9% | $6,521-99.9% | $10,828-99.9% |