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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 | $3,628 | $47,944-92.4% | $67,834-94.7% | $62,881-94.2% |
| Participation rate | 64.0% | 61.1%+2.9pp | 68.8%-4.8pp | 69.3%-5.3pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,062 | $1,562-32.0% | $2,403-55.8% | $2,281-53.4% |
| Participant deferral / active EE | $1,286 | $2,247-42.8% | $3,160-59.3% | $3,203-59.9% |
| Admin fee / account holder | $205 | $3,712-94.5% | $4,622-95.6% | $4,296-95.2% |