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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 | $5,084 | $85,171-94.0% | $172,753-97.1% | $72,976-93.0% |
| Participation rate | 31.7% | 70.1%-38.4pp | 82.6%-50.9pp | 69.5%-37.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $655 | $3,324-80.3% | $5,144-87.3% | $2,440-73.2% |
| Participant deferral / active EE | $951 | $3,260-70.8% | $5,198-81.7% | $3,608-73.6% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |