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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 | $5,372 | $75,959-92.9% | $154,114-96.5% | $64,181-91.6% |
| Participation rate | 37.1% | 70.4%-33.3pp | 83.0%-45.9pp | 69.6%-32.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $579 | $3,350-82.7% | $5,298-89.1% | $2,381-75.7% |
| Participant deferral / active EE | $1,544 | $3,175-51.3% | $5,081-69.6% | $3,470-55.5% |
| Admin fee / account holder | $21 | $5,589-99.6% | $13,411-99.8% | $4,887-99.6% |