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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 | $2,294 | $50,947-95.5% | $74,551-96.9% | $64,173-96.4% |
| Participation rate | 37.8% | 61.1%-23.2pp | 69.1%-31.3pp | 69.6%-31.7pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,079 | $2,302-53.1% | $3,108-65.3% | $3,470-68.9% |
| Admin fee / account holder | $185 | $4,221-95.6% | $5,059-96.3% | $4,887-96.2% |