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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 | $3,525 | $116,203-97.0% | $93,621-96.2% | $152,897-97.7% |
| Participation rate | 56.5% | 78.1%-21.5pp | 75.8%-19.3pp | 82.5%-25.9pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,198 | $4,605-52.3% | $4,070-46.0% | $5,851-62.4% |
| Admin fee / account holder | $113 | $10,751-99.0% | $7,890-98.6% | $11,599-99.0% |