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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 | $9,635 | $82,674-88.3% | $125,381-92.3% | $68,486-85.9% |
| Participation rate | 13.8% | 75.1%-61.3pp | 82.4%-68.6pp | 67.9%-54.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $4,021 | $3,382+18.9% | $4,815-16.5% | $2,597+54.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $6,277-100.0% | $10,007-100.0% | $5,404-99.9% |