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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 | $4,924 | $32,117-84.7% | $71,086-93.1% | $64,181-92.3% |
| Participation rate | 27.9% | 42.7%-14.8pp | 54.7%-26.7pp | 69.6%-41.7pp |
| Annual return | -7.83% | -5.57%-2.3pp | 650.59%-658.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $354 | $1,263-72.0% | $1,874-81.1% | $3,470-89.8% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,887-99.7% |