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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 | $2,503 | $65,434-96.2% | $98,483-97.5% | $85,847-97.1% |
| Participation rate | 34.1% | 65.0%-30.9pp | 73.3%-39.2pp | 69.3%-35.2pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $960 | $3,168-69.7% | $4,276-77.6% | $3,952-75.7% |
| Admin fee / account holder | $3 | $4,595-99.9% | $5,953-99.9% | $6,261-100.0% |