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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 | $7,956 | $73,102-89.1% | $123,549-93.6% | $56,287-85.9% |
| Participation rate | 51.1% | 74.3%-23.2pp | 82.3%-31.2pp | 69.9%-18.8pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,864 | $5,423-28.7% | $6,426-39.9% | $3,350+15.3% |
| Admin fee / account holder | $41 | $554-92.5% | $9,284-99.6% | $521-92.0% |