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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 | $3,513 | $93,124-96.2% | $77,100-95.4% | $134,545-97.4% |
| Participation rate | 44.4% | 74.5%-30.1pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $536 | $3,421-84.3% | $2,815-80.9% | $4,742-88.7% |
| Participant deferral / active EE | $1,072 | $5,242-79.5% | $4,430-75.8% | $6,401-83.3% |
| Admin fee / account holder | $50 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |