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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 | $5,770 | $30,732-81.2% | $59,496-90.3% | $59,633-90.3% |
| Participation rate | 15.2% | 43.2%-28.1pp | 54.6%-39.4pp | 68.7%-53.5pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $202 | $631-68.0% | $1,153-82.5% | $2,203-90.8% |
| Participant deferral / active EE | $692 | $1,183-41.5% | $1,829-62.1% | $3,192-78.3% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |