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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 | $3,097 | $53,546-94.2% | $69,884-95.6% | $68,486-95.5% |
| Participation rate | 35.3% | 64.5%-29.2pp | 70.5%-35.2pp | 67.9%-32.6pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,250 | $2,957-57.7% | $3,848-67.5% | $4,028-69.0% |
| Admin fee / account holder | $139 | $4,693-97.0% | $6,266-97.8% | $5,404-97.4% |