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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 | $6,016 | $53,837-88.8% | $75,714-92.1% | $85,847-93.0% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.62%-104.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $756 | $2,017-62.5% | $2,744-72.5% | $2,565-70.5% |
| Participant deferral / active EE | $1,353 | $2,895-53.3% | $3,820-64.6% | $3,952-65.8% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |