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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 | $5,008 | $93,117-94.6% | $77,096-93.5% | $134,532-96.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $998 | $3,420-70.8% | $2,814-64.5% | $4,741-78.9% |
| Participant deferral / active EE | $1,632 | $5,241-68.9% | $4,429-63.1% | $6,401-74.5% |
| Admin fee / account holder | $76 | $6,948-98.9% | $5,428-98.6% | $11,429-99.3% |