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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 | $13,943 | $78,694-82.3% | $67,652-79.4% | $125,389-88.9% |
| Participation rate | 58.8% | 78.8%-20.0pp | 75.7%-16.8pp | 83.2%-24.4pp |
| Annual return | -1.24% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,864 | $4,292-33.3% | $3,560-19.5% | $5,352-46.5% |
| Admin fee / account holder | $138 | $7,403-98.1% | $4,821-97.1% | $9,541-98.5% |