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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 | $4,697 | $56,134-91.6% | $96,192-95.1% | $85,851-94.5% |
| Participation rate | 62.9% | 56.7%+6.1pp | 68.4%-5.6pp | 69.3%-6.5pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.09%-192.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $643 | $1,620-60.3% | $2,799-77.0% | $2,565-75.0% |
| Participant deferral / active EE | $2,418 | $2,858-15.4% | $4,351-44.4% | $3,952-38.8% |
| Admin fee / account holder | $22 | $3,769-99.4% | $5,539-99.6% | $6,261-99.6% |