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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 | $2,933 | $91,911-96.8% | $68,793-95.7% | $135,382-97.8% |
| Participation rate | 47.4% | 76.7%-29.4pp | 72.2%-24.9pp | 82.6%-35.3pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $889 | $4,315-79.4% | $3,311-73.1% | $5,609-84.1% |
| Admin fee / account holder | $18 | $9,240-99.8% | $5,131-99.6% | $10,829-99.8% |