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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 | $3,074 | $34,316-91.0% | $74,722-95.9% | $72,975-95.8% |
| Participation rate | 51.4% | 42.4%+9.0pp | 54.5%-3.0pp | 69.5%-18.1pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $758 | $692+9.5% | $1,084-30.1% | $2,440-68.9% |
| Participant deferral / active EE | $913 | $1,272-28.2% | $1,963-53.5% | $3,608-74.7% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |