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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 | $3,514 | $95,601-96.3% | $77,183-95.4% | $139,456-97.5% |
| Participation rate | 58.3% | 74.0%-15.6pp | 69.6%-11.2pp | 80.3%-22.0pp |
| Annual return | 0.00% | 54.96%-55.0pp | 37.89%-37.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $622 | $3,145-80.2% | $2,534-75.5% | $4,753-86.9% |
| Participant deferral / active EE | $1,268 | $4,623-72.6% | $3,833-66.9% | $6,711-81.1% |
| Admin fee / account holder | $1 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |