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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 | $7,507 | $39,798-81.1% | $67,704-88.9% | $59,633-87.4% |
| Participation rate | 46.5% | 57.4%-10.8pp | 67.5%-21.0pp | 68.7%-22.2pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,532 | $2,335+51.3% | $3,585-1.5% | $3,192+10.7% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |