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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 | $75,058-95.1% | $152,301-97.6% | $64,340-94.2% |
| Participation rate | 42.1% | 60.9%-18.8pp | 82.4%-40.3pp | 55.2%-13.1pp |
| Annual return | 0.00% | 29.93%-29.9pp | 80.50%-80.5pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,627 | $5,041-67.7% | $8,004-79.7% | $2,980-45.4% |
| Admin fee / account holder | $55 | $4,050-98.7% | $14,398-99.6% | $3,703-98.5% |