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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 | $7,850 | $81,664-90.4% | $70,476-88.9% | $158,966-95.1% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $395 | $3,219-87.7% | $2,738-85.6% | $4,762-91.7% |
| Participant deferral / active EE | $1,309 | $4,556-71.3% | $3,710-64.7% | $5,983-78.1% |
| Admin fee / account holder | $14 | $6,197-99.8% | $3,847-99.6% | $11,250-99.9% |