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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 | $6,404 | $49,897-87.2% | $80,648-92.1% | $75,177-91.5% |
| Participation rate | 35.0% | 55.3%-20.3pp | 67.0%-32.0pp | 67.2%-32.2pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $681 | $1,699-59.9% | $2,724-75.0% | $2,671-74.5% |
| Participant deferral / active EE | $1,745 | $2,992-41.7% | $4,443-60.7% | $4,126-57.7% |
| Admin fee / account holder | $0 | $3,579-100.0% | $5,382-100.0% | $5,651-100.0% |