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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 | $5,764 | $108,285-94.7% | $77,552-92.6% | $158,982-96.4% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $526 | $1,325-60.3% | $987-46.6% | $4,763-88.9% |
| Participant deferral / active EE | $1,676 | $2,455-31.8% | $1,861-10.0% | $5,983-72.0% |
| Admin fee / account holder | $79 | $3,709-97.9% | $2,859-97.2% | $11,252-99.3% |