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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 | $7,317 | $53,837-86.4% | $75,714-90.3% | $85,847-91.5% |
| Participation rate | 26.2% | 69.1%-42.9pp | 74.8%-48.6pp | 69.3%-43.1pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.62%-104.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $551 | $2,017-72.7% | $2,744-79.9% | $2,565-78.5% |
| Participant deferral / active EE | $1,292 | $2,895-55.4% | $3,820-66.2% | $3,952-67.3% |
| Admin fee / account holder | $14 | $3,339-99.6% | $3,619-99.6% | $6,261-99.8% |