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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 | $6,106 | $142,409-95.7% | $119,634-94.9% | $134,545-95.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -10.30% | -12.46%+2.2pp | -14.98%+4.7pp | 418.37%-428.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,011 | $6,468-68.9% | $5,601-64.1% | $6,401-68.6% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |