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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 | $1,149 | $154,754-99.3% | $124,206-99.1% | $138,895-99.2% |
| Participation rate | 52.6% | 75.5%-22.8pp | 69.6%-16.9pp | 79.9%-27.3pp |
| Annual return | 0.00% | 709.28%-709.3pp | 515.27%-515.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $93 | $4,446-97.9% | $3,540-97.4% | $4,194-97.8% |
| Participant deferral / active EE | $521 | $4,621-88.7% | $3,968-86.9% | $6,396-91.9% |
| Admin fee / account holder | $37 | $6,690-99.5% | $5,929-99.4% | $12,562-99.7% |