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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 | $360 | $107,030-99.7% | $73,550-99.5% | $147,586-99.8% |
| Participation rate | 6.7% | 66.4%-59.7pp | 54.9%-48.3pp | 82.8%-76.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $11 | $1,760-99.4% | $1,219-99.1% | $4,876-99.8% |
| Participant deferral / active EE | $145 | $2,458-94.1% | $1,804-92.0% | $5,439-97.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |