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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 | $906 | $33,223-97.3% | - | $75,181-98.8% |
| Participation rate | 46.2% | 53.4%-7.3pp | - | 67.2%-21.0pp |
| Annual return | 0.00% | 25.21%-25.2pp | - | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,854-100.0% | - | $2,671-100.0% |
| Participant deferral / active EE | $215 | $2,301-90.7% | - | $4,126-94.8% |
| Admin fee / account holder | $131 | $3,239-96.0% | - | $5,650-97.7% |