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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 | $6,095 | $117,694-94.8% | $71,755-91.5% | $134,532-95.5% |
| Participation rate | 9.5% | 68.8%-59.3pp | 62.3%-52.8pp | 81.2%-71.7pp |
| Annual return | -17.69% | 25.33%-43.0pp | 9.09%-26.8pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $578 | $3,753-84.6% | $2,656-78.2% | $6,401-91.0% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |