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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 | $4,628 | $53,127-91.3% | $86,597-94.7% | $70,131-93.4% |
| Participation rate | 35.1% | 65.3%-30.2pp | 73.5%-38.4pp | 69.5%-34.4pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.96%-965.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $516 | $2,068-75.1% | $2,840-81.8% | $2,342-78.0% |
| Participant deferral / active EE | $1,031 | $2,696-61.7% | $3,609-71.4% | $3,332-69.0% |
| Admin fee / account holder | $8 | $3,585-99.8% | $4,906-99.8% | $4,645-99.8% |