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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 | $6,516 | $53,128-87.7% | $86,582-92.5% | $70,126-90.7% |
| Participation rate | 34.0% | 65.3%-31.3pp | 73.5%-39.6pp | 69.5%-35.6pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $854 | $2,695-68.3% | $3,609-76.3% | $3,332-74.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |