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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 | $6,758 | $95,895-93.0% | $79,576-91.5% | $134,509-95.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -19.62% | -2.72%-16.9pp | 0.15%-19.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,895 | $4,693-59.6% | $3,985-52.4% | $6,400-70.4% |
| Admin fee / account holder | $24 | $9,129-99.7% | $6,834-99.6% | $11,427-99.8% |