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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 | $3,749 | $72,404-94.8% | $110,243-96.6% | $64,173-94.2% |
| Participation rate | 36.4% | 73.3%-37.0pp | 79.8%-43.5pp | 69.6%-33.2pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,603 | $3,469-53.8% | $4,672-65.7% | $3,470-53.8% |
| Admin fee / account holder | $9 | $5,664-99.8% | $8,548-99.9% | $4,887-99.8% |