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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 | $3,489 | $73,546-95.3% | $63,018-94.5% | $147,586-97.6% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.8%-28.6pp | 82.8%-36.7pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,368 | $4,185-43.4% | $3,330-28.9% | $5,439-56.5% |
| Admin fee / account holder | $149 | $5,956-97.5% | $3,601-95.9% | $10,886-98.6% |