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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 | $7,085 | $109,411-93.5% | $89,435-92.1% | $158,982-95.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $454 | $3,173-85.7% | $2,587-82.4% | $4,763-90.5% |
| Participant deferral / active EE | $1,123 | $4,600-75.6% | $3,890-71.1% | $5,983-81.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |