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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 | $6,966 | $65,704-89.4% | $94,229-92.6% | $59,633-88.3% |
| Participation rate | 45.3% | 72.1%-26.8pp | 78.8%-33.5pp | 68.7%-23.4pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $837 | $2,021-58.6% | $3,587-76.7% | $2,203-62.0% |
| Participant deferral / active EE | $2,467 | $3,143-21.5% | $4,320-42.9% | $3,192-22.7% |
| Admin fee / account holder | $148 | $4,265-96.5% | $6,269-97.6% | $4,297-96.6% |