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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 | $5,712 | $52,279-89.1% | $89,435-93.6% | $79,856-92.8% |
| Participation rate | 44.9% | 57.5%-12.6pp | 68.0%-23.1pp | 69.6%-24.7pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $729 | $1,572-53.6% | $2,587-71.8% | $2,471-70.5% |
| Participant deferral / active EE | $1,423 | $2,740-48.1% | $3,890-63.4% | $3,741-62.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |