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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 | $3,211 | $75,828-95.8% | $147,617-97.8% | $59,632-94.6% |
| Participation rate | 42.9% | 71.6%-28.7pp | 84.6%-41.8pp | 68.7%-25.8pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $550 | $3,485-84.2% | $5,565-90.1% | $2,203-75.0% |
| Participant deferral / active EE | $1,216 | $3,130-61.2% | $4,895-75.2% | $3,192-61.9% |
| Admin fee / account holder | $11 | $5,985-99.8% | $11,611-99.9% | $4,297-99.7% |