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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 | $8,687 | $104,937-91.7% | $84,628-89.7% | $152,897-94.3% |
| Participation rate | 47.8% | 74.8%-27.0pp | 68.2%-20.4pp | 82.5%-34.6pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,241 | $4,690-9.6% | $3,900+8.7% | $5,851-27.5% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |