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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 | $3,712 | $82,133-95.5% | $147,318-97.5% | $64,097-94.2% |
| Participation rate | 42.1% | 62.3%-20.1pp | 82.1%-39.9pp | 55.2%-13.1pp |
| Annual return | 0.00% | 78.78%-78.8pp | 70.43%-70.4pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,627 | $5,407-69.9% | $7,906-79.4% | $3,080-47.2% |
| Admin fee / account holder | $55 | $3,730-98.5% | $13,708-99.6% | $3,454-98.4% |