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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 | $2,692 | $30,732-91.2% | $59,496-95.5% | $59,633-95.5% |
| Participation rate | 29.4% | 43.2%-13.8pp | 54.6%-25.1pp | 68.7%-39.3pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $396 | $631-37.2% | $1,153-65.7% | $2,203-82.0% |
| Participant deferral / active EE | $399 | $1,183-66.2% | $1,829-78.2% | $3,192-87.5% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |