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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 | $5,249 | $104,709-95.0% | $85,705-93.9% | $167,553-96.9% |
| Participation rate | 45.5% | 76.4%-30.9pp | 69.9%-24.4pp | 82.1%-36.7pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $933 | $3,338-72.1% | $2,619-64.4% | $4,840-80.7% |
| Participant deferral / active EE | $1,384 | $4,827-71.3% | $3,924-64.7% | $6,343-78.2% |
| Admin fee / account holder | $7 | $10,036-99.9% | $6,877-99.9% | $12,316-99.9% |