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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 | $4,391 | $136,179-96.8% | $98,755-95.6% | $167,518-97.4% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.71%-478.7pp |
| Employer contribution / active EE | $506 | $2,631-80.8% | $2,067-75.5% | $4,838-89.5% |
| Participant deferral / active EE | $1,642 | $3,716-55.8% | $3,035-45.9% | $6,342-74.1% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,312-100.0% |