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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 | $2,640 | $32,117-91.8% | $71,089-96.3% | $64,173-95.9% |
| Participation rate | 46.2% | 42.7%+3.5pp | 54.6%-8.5pp | 69.6%-23.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $500 | $712-29.7% | $1,088-54.0% | $2,381-79.0% |
| Participant deferral / active EE | $1,001 | $1,263-20.7% | $1,873-46.5% | $3,470-71.2% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |