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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 | $3,609 | $66,302-94.6% | $110,243-96.7% | $56,287-93.6% |
| Participation rate | 59.6% | 74.9%-15.3pp | 79.8%-20.2pp | 69.9%-10.2pp |
| Annual return | 0.00% | -1.18%+1.2pp | 314.76%-314.8pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,410 | $3,381-28.7% | $4,672-48.4% | $3,350-28.0% |
| Admin fee / account holder | $74 | $698-89.3% | $8,548-99.1% | $521-85.7% |