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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 | $6,756 | $78,690-91.4% | $161,489-95.8% | $87,485-92.3% |
| Participation rate | 22.0% | 67.5%-45.5pp | 78.7%-56.7pp | 68.9%-47.0pp |
| Annual return | 0.00% | 32.74%-32.7pp | 89.72%-89.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,529 | $3,311-53.8% | $5,630-72.8% | $4,274-64.2% |
| Admin fee / account holder | $40 | $6,724-99.4% | $16,006-99.8% | $7,775-99.5% |