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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 | $9,795 | $112,915-91.3% | $90,965-89.2% | $158,950-93.8% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $663 | $2,894-77.1% | $2,122-68.7% | $4,762-86.1% |
| Participant deferral / active EE | $3,497 | $4,128-15.3% | $3,373+3.7% | $5,983-41.5% |
| Admin fee / account holder | $7 | $8,044-99.9% | $5,960-99.9% | $11,248-99.9% |