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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 | $3,465 | $93,346-96.3% | $71,796-95.2% | $273,972-98.7% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $970 | $2,733-64.5% | $1,924-49.6% | $4,869-80.1% |
| Participant deferral / active EE | $1,746 | $3,475-49.8% | $2,794-37.5% | $5,287-67.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |