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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 | $4,649 | $52,306-91.1% | $69,779-93.3% | $62,881-92.6% |
| Participation rate | 38.2% | 67.2%-29.1pp | 71.8%-33.6pp | 69.3%-31.1pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $344 | $1,799-80.9% | $2,338-85.3% | $2,281-84.9% |
| Participant deferral / active EE | $1,603 | $2,395-33.1% | $2,931-45.3% | $3,203-49.9% |
| Admin fee / account holder | $45 | $3,691-98.8% | $4,381-99.0% | $4,296-98.9% |