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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 | $5,267 | $118,877-95.6% | $96,570-94.5% | $167,536-96.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,013 | $3,121-67.5% | $2,357-57.0% | $4,839-79.1% |
| Participant deferral / active EE | $1,519 | $4,617-67.1% | $3,849-60.5% | $6,342-76.0% |
| Admin fee / account holder | $7 | $8,069-99.9% | $6,182-99.9% | $12,315-99.9% |