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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 | $3,759 | $211,946-98.2% | $169,452-97.8% | $135,379-97.2% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $453 | $5,117-91.1% | $4,157-89.1% | $4,779-90.5% |
| Participant deferral / active EE | $1,905 | $6,075-68.6% | $5,277-63.9% | $5,609-66.0% |
| Admin fee / account holder | $7 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |