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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 | $5,917 | $78,707-92.5% | $117,861-95.0% | $70,126-91.6% |
| Participation rate | 47.9% | 73.2%-25.3pp | 79.7%-31.7pp | 69.5%-21.6pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $564 | $2,223-74.6% | $3,786-85.1% | $2,343-75.9% |
| Participant deferral / active EE | $2,009 | $3,297-39.1% | $4,482-55.2% | $3,332-39.7% |
| Admin fee / account holder | $20 | $5,066-99.6% | $8,021-99.7% | $4,645-99.6% |