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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 | $6,624 | $108,226-93.9% | $77,513-91.5% | $158,950-95.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.91%-302.9pp |
| Employer contribution / active EE | $181 | $1,325-86.3% | $987-81.6% | $4,762-96.2% |
| Participant deferral / active EE | $3,046 | $2,456+24.0% | $1,861+63.7% | $5,983-49.1% |
| Admin fee / account holder | $1 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |