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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 | $2,329 | $152,597-98.5% | $117,533-98.0% | $134,532-98.3% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $547 | $5,576-90.2% | $4,179-86.9% | $4,741-88.5% |
| Participant deferral / active EE | $1,104 | $4,821-77.1% | $4,072-72.9% | $6,401-82.7% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |