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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 | $4,528 | $117,694-96.2% | $71,755-93.7% | $134,532-96.6% |
| Participation rate | 57.1% | 68.8%-11.7pp | 62.3%-5.2pp | 81.2%-24.1pp |
| Annual return | 0.00% | 25.33%-25.3pp | 9.09%-9.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $846 | $2,523-66.5% | $1,704-50.4% | $4,741-82.2% |
| Participant deferral / active EE | $2,128 | $3,753-43.3% | $2,656-19.9% | $6,401-66.8% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |