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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 | $2,745 | $95,415-97.1% | $185,851-98.5% | $85,851-96.8% |
| Participation rate | 45.7% | 68.8%-23.1pp | 81.7%-36.0pp | 69.3%-23.6pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,155 | $3,424-66.3% | $5,569-79.3% | $3,952-70.8% |
| Admin fee / account holder | $5 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |