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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 | $4,347 | $34,316-87.3% | $74,723-94.2% | $72,976-94.0% |
| Participation rate | 24.4% | 42.4%-18.0pp | 54.5%-30.0pp | 69.5%-45.1pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $382 | $692-44.8% | $1,084-64.8% | $2,440-84.3% |
| Participant deferral / active EE | $591 | $1,272-53.5% | $1,962-69.9% | $3,608-83.6% |
| Admin fee / account holder | $9 | $2,125-99.6% | $3,335-99.7% | $5,124-99.8% |