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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 | $3,701 | $84,236-95.6% | $170,435-97.8% | $70,126-94.7% |
| Participation rate | 63.3% | 70.8%-7.5pp | 83.6%-20.3pp | 69.5%-6.2pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $616 | $3,387-81.8% | $5,432-88.7% | $2,343-73.7% |
| Participant deferral / active EE | $1,647 | $3,086-46.6% | $4,939-66.6% | $3,332-50.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |