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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 | $5,780 | $67,372-91.4% | $60,906-90.5% | $134,532-95.7% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,203 | $4,532-73.5% | $3,814-68.5% | $6,401-81.2% |
| Admin fee / account holder | $10 | $4,588-99.8% | $3,227-99.7% | $11,429-99.9% |