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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 | $5,386 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-98.0% |
| Participation rate | 33.3% | 74.1%-40.7pp | 68.4%-35.1pp | 83.0%-49.7pp |
| Annual return | 0.00% | 2.55%-2.5pp | 5.24%-5.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $915 | $2,350-61.1% | $1,844-50.4% | $4,869-81.2% |
| Participant deferral / active EE | $1,240 | $2,962-58.1% | $2,591-52.1% | $5,287-76.6% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |