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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 | $3,039 | $104,106-97.1% | $71,086-95.7% | $135,379-97.8% |
| Participation rate | 54.5% | 65.7%-11.1pp | 54.7%-0.1pp | 82.6%-28.1pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $410 | $1,485-72.4% | $1,088-62.3% | $4,779-91.4% |
| Participant deferral / active EE | $1,354 | $2,527-46.4% | $1,874-27.8% | $5,609-75.9% |
| Admin fee / account holder | $5 | $4,142-99.9% | $3,082-99.8% | $10,828-100.0% |