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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 | $14,917 | $73,102-79.6% | $123,553-87.9% | $56,289-73.5% |
| Participation rate | 65.7% | 74.3%-8.6pp | 82.3%-16.6pp | 69.9%-4.2pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.21%-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 | $8,504 | $5,423+56.8% | $6,426+32.3% | $3,350+153.8% |
| Admin fee / account holder | $72 | $554-86.9% | $9,284-99.2% | $521-86.1% |