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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 | $1,692 | $87,016-98.1% | $63,244-97.3% | $125,389-98.7% |
| Participation rate | 46.7% | 77.1%-30.4pp | 71.0%-24.4pp | 83.2%-36.5pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $928 | $3,939-76.4% | $2,953-68.6% | $5,352-82.7% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |