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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 | $1,203 | $27,639-95.6% | $61,501-98.0% | $68,490-98.2% |
| Participation rate | 42.3% | 39.5%+2.8pp | 52.6%-10.3pp | 67.9%-25.6pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $261 | $696-62.6% | $1,160-77.5% | $2,597-90.0% |
| Participant deferral / active EE | $265 | $1,264-79.1% | $2,125-87.5% | $4,028-93.4% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |