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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 | $3,852 | $46,599-91.7% | $64,101-94.0% | $75,173-94.9% |
| Participation rate | 51.7% | 65.9%-14.3pp | 72.3%-20.6pp | 67.2%-15.5pp |
| Annual return | 0.00% | 26.06%-26.1pp | 33.72%-33.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $802 | $1,975-59.4% | $2,749-70.8% | $2,671-70.0% |
| Participant deferral / active EE | $1,086 | $2,837-61.7% | $3,881-72.0% | $4,126-73.7% |
| Admin fee / account holder | $100 | $2,956-96.6% | $3,070-96.7% | $5,651-98.2% |