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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 | $16,081 | $84,499-81.0% | $125,391-87.2% | $66,949-76.0% |
| Participation rate | 55.8% | 76.4%-20.6pp | 82.4%-26.6pp | 69.8%-14.0pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,436 | $6,785-19.9% | $7,448-27.0% | $4,239+28.2% |
| Admin fee / account holder | $81 | $685-88.1% | $10,009-99.2% | $594-86.3% |