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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 | $6,639 | $105,200-93.7% | $159,474-95.8% | $85,847-92.3% |
| Participation rate | 40.9% | 75.8%-34.9pp | 82.8%-41.9pp | 69.3%-28.4pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,616 | $5,946-56.0% | $7,353-64.4% | $3,952-33.8% |
| Admin fee / account holder | $16 | $6,934-99.8% | $10,802-99.9% | $6,261-99.7% |