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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 | $3,517 | $127,790-97.2% | $106,555-96.7% | $167,536-97.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $785 | $3,428-77.1% | $2,819-72.2% | $4,839-83.8% |
| Participant deferral / active EE | $1,818 | $5,088-64.3% | $4,399-58.7% | $6,342-71.3% |
| Admin fee / account holder | $2 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |