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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 | $1,025 | $117,623-99.1% | $71,702-98.6% | $134,509-99.2% |
| Participation rate | 45.5% | 68.9%-23.4pp | 62.3%-16.9pp | 81.2%-35.8pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $707 | $3,759-81.2% | $2,658-73.4% | $6,400-89.0% |
| Admin fee / account holder | $238 | $6,379-96.3% | $3,974-94.0% | $11,427-97.9% |