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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 | $1,955 | $152,542-98.7% | $117,498-98.3% | $134,509-98.5% |
| Participation rate | 45.8% | 77.1%-31.3pp | 70.6%-24.8pp | 81.2%-35.4pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $379 | $5,574-93.2% | $4,178-90.9% | $4,741-92.0% |
| Participant deferral / active EE | $726 | $4,819-84.9% | $4,071-82.2% | $6,400-88.7% |
| Admin fee / account holder | $22 | $7,006-99.7% | $5,646-99.6% | $11,427-99.8% |