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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 | $6,685 | $158,852-95.8% | $121,220-94.5% | $135,379-95.1% |
| Participation rate | 38.5% | 79.3%-40.9pp | 71.8%-33.3pp | 82.6%-44.2pp |
| Annual return | -6.80% | -0.64%-6.2pp | 16.94%-23.7pp | 519.79%-526.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $804 | $4,006-79.9% | $3,345-76.0% | $5,609-85.7% |
| Admin fee / account holder | $11 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |