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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 | $1,996 | $54,380-96.3% | $68,509-97.1% | $59,632-96.7% |
| Participation rate | 53.3% | 70.2%-16.9pp | 74.7%-21.4pp | 68.7%-15.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,216 | $2,643-54.0% | $3,382-64.0% | $3,192-61.9% |
| Admin fee / account holder | $138 | $3,885-96.5% | $5,275-97.4% | $4,297-96.8% |