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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 | $3,838 | $54,380-92.9% | $68,509-94.4% | $59,633-93.6% |
| Participation rate | 48.9% | 70.2%-21.3pp | 74.7%-25.8pp | 68.7%-19.8pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $729 | $1,539-52.6% | $2,278-68.0% | $2,203-66.9% |
| Participant deferral / active EE | $1,553 | $2,643-41.2% | $3,382-54.1% | $3,192-51.3% |
| Admin fee / account holder | $160 | $3,885-95.9% | $5,275-97.0% | $4,297-96.3% |