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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 | $12,155 | $142,392-91.5% | $119,622-89.8% | $134,532-91.0% |
| Participation rate | 23.1% | 82.8%-59.7pp | 79.3%-56.2pp | 81.2%-58.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,857 | $6,467-55.8% | $5,601-49.0% | $6,401-55.4% |
| Admin fee / account holder | $18 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |