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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 | $3,086 | $54,370-94.3% | $82,763-96.3% | $68,490-95.5% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -18.85% | -13.67%-5.2pp | 702.45%-721.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,216 | $3,247-31.7% | $4,395-49.6% | $4,028-45.0% |
| Admin fee / account holder | $227 | $4,398-94.8% | $5,325-95.7% | $5,403-95.8% |