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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 | $6,603 | $127,296-94.8% | $109,907-94.0% | $167,536-96.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.2%-54.2pp | 82.1%-62.1pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $247 | $3,325-92.6% | $2,844-91.3% | $4,839-94.9% |
| Participant deferral / active EE | $1,032 | $4,513-77.1% | $4,047-74.5% | $6,342-83.7% |
| Admin fee / account holder | $9 | $7,119-99.9% | $6,069-99.9% | $12,315-99.9% |