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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 | $4,177 | $82,314-94.9% | $68,808-93.9% | $134,532-96.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -18.28% | -2.18%-16.1pp | -6.37%-11.9pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,218 | $4,740-74.3% | $3,942-69.1% | $6,401-81.0% |
| Admin fee / account holder | $78 | $6,484-98.8% | $4,936-98.4% | $11,429-99.3% |