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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 | $109,327-93.5% | $89,391-92.1% | $158,931-95.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $454 | $3,170-85.7% | $2,586-82.4% | $4,761-90.5% |
| Participant deferral / active EE | $1,123 | $4,598-75.6% | $3,890-71.1% | $5,982-81.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,247-100.0% |