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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 | $3,797 | $27,800-86.3% | $58,561-93.5% | $71,511-94.7% |
| Participation rate | 20.5% | 34.6%-14.1pp | 50.9%-30.4pp | 67.9%-47.5pp |
| Annual return | 15.37% | 26.80%-11.4pp | 4251.33%-4236.0pp | 28.86%-13.5pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $274 | $1,208-77.3% | $1,923-85.8% | $4,291-93.6% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,520-100.0% | $1,588-100.0% |