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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 | $14,369 | $99,652-85.6% | $78,778-81.8% | $147,585-90.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $337 | $2,796-88.0% | $1,986-83.0% | $4,876-93.1% |
| Participant deferral / active EE | $1,896 | $3,664-48.3% | $2,958-35.9% | $5,439-65.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |