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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 | $4,288 | $56,200-92.4% | $67,653-93.7% | $59,633-92.8% |
| Participation rate | 40.3% | 71.5%-31.2pp | 75.7%-35.4pp | 68.7%-28.4pp |
| Annual return | 0.00% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $344 | $1,615-78.7% | $2,266-84.8% | $2,203-84.4% |
| Participant deferral / active EE | $1,540 | $2,843-45.8% | $3,560-56.7% | $3,192-51.7% |
| Admin fee / account holder | $62 | $3,959-98.4% | $4,821-98.7% | $4,297-98.5% |