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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 | $4,533 | $101,063-95.5% | $81,473-94.4% | $147,586-96.9% |
| Participation rate | 44.4% | 74.5%-30.0pp | 68.0%-23.5pp | 82.8%-38.4pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $888 | $3,206-72.3% | $2,568-65.4% | $4,876-81.8% |
| Participant deferral / active EE | $990 | $4,242-76.7% | $3,537-72.0% | $5,439-81.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |