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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 | $4,821 | $52,279-90.8% | $89,400-94.6% | $79,858-94.0% |
| Participation rate | 49.2% | 57.5%-8.3pp | 68.0%-18.8pp | 69.6%-20.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.64%-245.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,759 | $2,740+0.7% | $3,890-29.1% | $3,740-26.2% |
| Admin fee / account holder | $187 | $3,356-94.4% | $4,882-96.2% | $5,306-96.5% |