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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 | $8,637 | $121,677-92.9% | $104,625-91.7% | $158,966-94.6% |
| Participation rate | 22.2% | 77.5%-55.3pp | 74.1%-51.9pp | 82.0%-59.7pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $784 | $3,165-75.2% | $2,681-70.8% | $4,762-83.5% |
| Participant deferral / active EE | $784 | $4,175-81.2% | $3,738-79.0% | $5,983-86.9% |
| Admin fee / account holder | $19 | $7,777-99.8% | $6,465-99.7% | $11,250-99.8% |