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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 | $76,642-95.2% | $146,866-97.5% | $65,306-94.3% |
| Participation rate | 42.1% | 61.2%-19.1pp | 82.5%-40.4pp | 57.7%-15.5pp |
| Annual return | 0.00% | 33.40%-33.4pp | 102.85%-102.9pp | 21.94%-21.9pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,627 | $4,864-66.5% | $7,759-79.0% | $2,959-45.0% |
| Admin fee / account holder | $55 | $3,960-98.6% | $13,620-99.6% | $3,480-98.4% |