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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 | $4,785 | $58,391-91.8% | $76,667-93.8% | $72,976-93.4% |
| Participation rate | 35.3% | 67.4%-32.1pp | 72.1%-36.8pp | 69.5%-34.2pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,682 | $2,690-37.5% | $3,336-49.6% | $3,608-53.4% |
| Admin fee / account holder | $3 | $4,014-99.9% | $6,423-100.0% | $5,124-99.9% |