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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 | $3,887 | $90,320-95.7% | $59,496-93.5% | $125,393-96.9% |
| Participation rate | 60.9% | 68.3%-7.4pp | 54.6%+6.3pp | 83.2%-22.3pp |
| Annual return | -1.23% | 369.13%-370.4pp | 182.05%-183.3pp | 282.23%-283.5pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $46 | $2,716-98.3% | $1,829-97.5% | $5,351-99.1% |
| Admin fee / account holder | $70 | $3,063-97.7% | $2,232-96.8% | $9,541-99.3% |