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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 | $2,600 | $64,311-96.0% | $57,356-95.5% | $125,389-97.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.41%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $525 | $3,193-83.6% | $2,689-80.5% | $4,866-89.2% |
| Participant deferral / active EE | $788 | $3,846-79.5% | $3,162-75.1% | $5,352-85.3% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |