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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 | $4,694 | $67,396-93.0% | $60,919-92.3% | $134,545-96.5% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.1%-34.2pp | 81.2%-42.3pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $480 | $3,101-84.5% | $2,704-82.3% | $4,742-89.9% |
| Participant deferral / active EE | $1,883 | $4,534-58.5% | $3,814-50.6% | $6,401-70.6% |
| Admin fee / account holder | $14 | $4,590-99.7% | $3,228-99.6% | $11,431-99.9% |