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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 | $11,498 | $113,338-89.9% | $94,993-87.9% | $147,585-92.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $570 | $3,160-82.0% | $2,603-78.1% | $4,876-88.3% |
| Participant deferral / active EE | $4,750 | $3,777+25.8% | $3,317+43.2% | $5,439-12.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |