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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 | $1,653 | $70,366-97.7% | $66,674-97.5% | $138,895-98.8% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,023 | $4,374-76.6% | $4,084-74.9% | $6,396-84.0% |
| Admin fee / account holder | $19 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |