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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 | $3,334 | $82,314-96.0% | $68,808-95.2% | $134,532-97.5% |
| Participation rate | 68.4% | 75.1%-6.6pp | 69.0%-0.6pp | 81.2%-12.8pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,419 | $4,740-49.0% | $3,942-38.6% | $6,401-62.2% |
| Admin fee / account holder | $145 | $6,484-97.8% | $4,936-97.1% | $11,429-98.7% |