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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 | $3,105 | $98,776-96.9% | $149,745-97.9% | $79,856-96.1% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.5%-20.3pp | 69.6%-7.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,498 | $5,681-56.0% | $6,843-63.5% | $3,741-33.2% |
| Admin fee / account holder | $190 | $6,053-96.9% | $9,312-98.0% | $5,306-96.4% |