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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 | $3,391 | $91,198-96.3% | $178,503-98.1% | $79,856-95.8% |
| Participation rate | 68.2% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.5pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $547 | $3,257-83.2% | $5,011-89.1% | $2,471-77.9% |
| Participant deferral / active EE | $1,708 | $3,237-47.2% | $5,202-67.2% | $3,741-54.3% |
| Admin fee / account holder | $16 | $6,748-99.8% | $13,987-99.9% | $5,306-99.7% |