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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 | $3,135 | $53,596-94.2% | $90,657-96.5% | $64,173-95.1% |
| Participation rate | 56.7% | 64.5%-7.8pp | 74.0%-17.3pp | 69.6%-12.9pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.89%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $453 | $1,503-69.9% | $2,532-82.1% | $2,381-81.0% |
| Participant deferral / active EE | $1,474 | $2,459-40.1% | $3,424-57.0% | $3,470-57.5% |
| Admin fee / account holder | $8 | $3,868-99.8% | $4,994-99.8% | $4,887-99.8% |