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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 | $8,827 | $63,924-86.2% | $108,582-91.9% | $55,167-84.0% |
| Participation rate | 50.9% | 74.3%-23.4pp | 79.6%-28.6pp | 69.0%-18.1pp |
| Annual return | 0.00% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,361 | $1,879-27.6% | $3,758-63.8% | $1,963-30.6% |
| Participant deferral / active EE | $2,957 | $3,067-3.6% | $4,311-31.4% | $3,054-3.2% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |