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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 | $4,156 | $85,171-95.1% | $172,752-97.6% | $72,975-94.3% |
| Participation rate | 32.7% | 70.1%-37.4pp | 82.6%-50.0pp | 69.5%-36.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $937 | $3,260-71.3% | $5,198-82.0% | $3,608-74.0% |
| Admin fee / account holder | $9 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |