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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 | $4,651 | $118,875-96.1% | $96,572-95.2% | $167,553-97.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $933 | $3,121-70.1% | $2,357-60.4% | $4,840-80.7% |
| Participant deferral / active EE | $1,776 | $4,617-61.5% | $3,850-53.9% | $6,343-72.0% |
| Admin fee / account holder | $5 | $8,070-99.9% | $6,183-99.9% | $12,316-100.0% |