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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 | $3,285 | $68,996-95.2% | $159,991-97.9% | $68,495-95.2% |
| Participation rate | 51.1% | 65.4%-14.3pp | 78.0%-26.9pp | 67.9%-16.8pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.82%-408.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,875 | $4,211-55.5% | $6,183-69.7% | $4,028-53.5% |
| Admin fee / account holder | $32 | $4,797-99.3% | $8,715-99.6% | $5,403-99.4% |