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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 | $1,114 | $27,639-96.0% | $61,501-98.2% | $68,490-98.4% |
| Participation rate | 64.0% | 39.5%+24.5pp | 52.6%+11.4pp | 67.9%-3.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $245 | $696-64.8% | $1,160-78.9% | $2,597-90.6% |
| Participant deferral / active EE | $461 | $1,264-63.5% | $2,125-78.3% | $4,028-88.6% |
| Admin fee / account holder | $13 | $2,012-99.4% | $2,132-99.4% | $5,403-99.8% |