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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 | $2,108 | $27,632-92.4% | $61,452-96.6% | $68,486-96.9% |
| Participation rate | 24.4% | 39.5%-15.1pp | 52.6%-28.2pp | 67.9%-43.5pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $540 | $1,264-57.3% | $2,125-74.6% | $4,028-86.6% |
| Admin fee / account holder | $104 | $2,010-94.8% | $2,131-95.1% | $5,404-98.1% |