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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 | $3,711 | $30,732-87.9% | $59,496-93.8% | $59,633-93.8% |
| Participation rate | 25.7% | 43.2%-17.5pp | 54.6%-28.9pp | 68.7%-43.0pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $161 | $631-74.5% | $1,153-86.0% | $2,203-92.7% |
| Participant deferral / active EE | $798 | $1,183-32.5% | $1,829-56.4% | $3,192-75.0% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |