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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 | $5,637 | $85,169-93.4% | $172,755-96.7% | $72,983-92.3% |
| Participation rate | 26.7% | 70.1%-43.4pp | 82.6%-56.0pp | 69.5%-42.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.94%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $498 | $3,324-85.0% | $5,144-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $992 | $3,260-69.6% | $5,198-80.9% | $3,608-72.5% |
| Admin fee / account holder | $67 | $5,880-98.9% | $13,955-99.5% | $5,124-98.7% |