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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 | $3,472 | $58,275-94.0% | $81,844-95.8% | $80,935-95.7% |
| Participation rate | 36.6% | 63.5%-26.9pp | 72.4%-35.8pp | 67.7%-31.1pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $606 | $2,346-74.2% | $2,916-79.2% | $2,757-78.0% |
| Participant deferral / active EE | $744 | $3,285-77.4% | $4,323-82.8% | $4,299-82.7% |
| Admin fee / account holder | $28 | $4,749-99.4% | $7,355-99.6% | $6,924-99.6% |