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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 | $3,604 | $87,546-95.9% | $75,784-95.2% | $125,389-97.1% |
| Participation rate | 52.4% | 80.2%-27.8pp | 75.8%-23.4pp | 83.2%-30.8pp |
| Annual return | -3.39% | 13.49%-16.9pp | 9.68%-13.1pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,202 | $4,230-71.6% | $3,652-67.1% | $5,352-77.5% |
| Admin fee / account holder | $10 | $6,503-99.8% | $5,300-99.8% | $9,541-99.9% |