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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 | $5,296 | $54,370-90.3% | $82,763-93.6% | $68,490-92.3% |
| Participation rate | 25.9% | 63.9%-38.0pp | 72.6%-46.6pp | 67.9%-42.0pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $357 | $2,219-83.9% | $3,008-88.1% | $2,597-86.2% |
| Participant deferral / active EE | $1,016 | $3,247-68.7% | $4,395-76.9% | $4,028-74.8% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |