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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 | $8,293 | $154,193-94.6% | $130,045-93.6% | $139,466-94.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,865 | $5,292-64.8% | $4,321-56.8% | $4,754-60.8% |
| Participant deferral / active EE | $3,268 | $6,709-51.3% | $5,820-43.9% | $6,712-51.3% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |