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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 | $4,549 | $37,446-87.9% | $77,552-94.1% | $79,856-94.3% |
| Participation rate | 24.1% | 41.5%-17.4pp | 54.2%-30.1pp | 69.6%-45.5pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $129 | $637-79.7% | $987-86.9% | $2,471-94.8% |
| Participant deferral / active EE | $941 | $1,261-25.3% | $1,861-49.4% | $3,741-74.8% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |