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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 | $2,356 | $107,809-97.8% | $90,657-97.4% | $135,380-98.3% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $762 | $3,018-74.7% | $2,532-69.9% | $4,779-84.1% |
| Participant deferral / active EE | $867 | $3,872-77.6% | $3,424-74.7% | $5,609-84.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |