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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 | $7,087 | $89,367-92.1% | $141,191-95.0% | $72,975-90.3% |
| Participation rate | 46.5% | 75.1%-28.6pp | 82.5%-36.0pp | 69.5%-23.0pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,416 | $5,419-37.0% | $6,710-49.1% | $3,608-5.3% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,264-100.0% | $5,124-99.9% |