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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 | $4,422 | $65,395-93.2% | $182,531-97.6% | $72,983-93.9% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 69.5%-36.2pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.57%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $458 | $1,911-76.1% | $4,075-88.8% | $2,440-81.2% |
| Participant deferral / active EE | $1,228 | $3,563-65.5% | $5,525-77.8% | $3,608-66.0% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |