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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 | $7,280 | $54,370-86.6% | $82,763-91.2% | $68,490-89.4% |
| Participation rate | 44.0% | 63.9%-19.9pp | 72.6%-28.6pp | 67.9%-23.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,015 | $2,219-54.3% | $3,008-66.3% | $2,597-60.9% |
| Participant deferral / active EE | $2,010 | $3,247-38.1% | $4,395-54.3% | $4,028-50.1% |
| Admin fee / account holder | $24 | $4,398-99.4% | $5,325-99.5% | $5,403-99.5% |