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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 | $2,440 | $83,857-97.1% | - | $147,586-98.3% |
| Participation rate | 66.7% | 69.2%-2.6pp | - | 82.8%-16.2pp |
| Annual return | 0.00% | 26.67%-26.7pp | - | 578.59%-578.6pp |
| Employer contribution / active EE | $719 | $3,062-76.5% | - | $4,876-85.3% |
| Participant deferral / active EE | $1,267 | $4,009-68.4% | - | $5,439-76.7% |
| Admin fee / account holder | $1 | $6,093-100.0% | - | $10,886-100.0% |