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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 | $2,141 | $61,815-96.5% | $97,295-97.8% | $80,959-97.4% |
| Participation rate | 15.4% | 63.5%-48.1pp | 72.7%-57.3pp | 67.7%-52.3pp |
| Annual return | 13.44% | -558.73%+572.2pp | 75.62%-62.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,646-100.0% | $6,925-100.0% |