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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 | $4,064 | $100,901-96.0% | $75,501-94.6% | $147,586-97.2% |
| Participation rate | 25.0% | 77.1%-52.1pp | 72.4%-47.4pp | 82.8%-57.8pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $549 | $3,253-83.1% | $2,352-76.7% | $4,876-88.7% |
| Participant deferral / active EE | $740 | $4,027-81.6% | $3,142-76.5% | $5,439-86.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |