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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 | $971 | $107,015-99.1% | $73,545-98.7% | $147,585-99.3% |
| Participation rate | 31.3% | 66.4%-35.1pp | 54.9%-23.7pp | 82.8%-51.6pp |
| Annual return | 24.35% | 38.25%-13.9pp | -15.16%+39.5pp | 578.57%-554.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $154 | $2,462-93.8% | $1,806-91.5% | $5,439-97.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |