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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 | $4,578 | $105,960-95.7% | $81,726-94.4% | $158,982-97.1% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $491 | $7,805-93.7% | $4,311-88.6% | $4,763-89.7% |
| Participant deferral / active EE | $907 | $13,011-93.0% | $7,108-87.2% | $5,983-84.8% |
| Admin fee / account holder | $4 | $8,494-100.0% | $5,160-99.9% | $11,252-100.0% |