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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 | $2,684 | $136,214-98.0% | $98,775-97.3% | $167,536-98.4% |
| Participation rate | 26.1% | 70.2%-44.1pp | 65.7%-39.6pp | 82.1%-56.0pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.92%-49.9pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $678 | $3,716-81.7% | $3,035-77.7% | $6,342-89.3% |
| Admin fee / account holder | $48 | $5,031-99.1% | $4,076-98.8% | $12,315-99.6% |