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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 | $5,441 | $99,079-94.5% | $78,002-93.0% | $273,972-98.0% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.5%-10.5pp | 83.0%-18.0pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $928 | $3,308-71.9% | $2,470-62.4% | $4,869-80.9% |
| Participant deferral / active EE | $1,424 | $4,306-66.9% | $3,497-59.3% | $5,287-73.1% |
| Admin fee / account holder | $30 | $8,954-99.7% | $5,481-99.5% | $10,133-99.7% |