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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 | $5,698 | $93,117-93.9% | $77,096-92.6% | $134,532-95.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $554 | $3,420-83.8% | $2,814-80.3% | $4,741-88.3% |
| Participant deferral / active EE | $1,074 | $5,241-79.5% | $4,429-75.7% | $6,401-83.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |