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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 | $4,537 | $100,901-95.5% | $75,501-94.0% | $147,586-96.9% |
| Participation rate | 52.9% | 77.1%-24.2pp | 72.4%-19.4pp | 82.8%-29.9pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $465 | $3,253-85.7% | $2,352-80.2% | $4,876-90.5% |
| Participant deferral / active EE | $2,030 | $4,027-49.6% | $3,142-35.4% | $5,439-62.7% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |