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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 | $11,099 | $70,486-84.3% | $100,528-89.0% | $79,852-86.1% |
| Participation rate | 26.5% | 73.6%-47.1pp | 79.4%-52.9pp | 69.6%-43.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,498 | $5,182-51.8% | $6,271-60.2% | $3,740-33.2% |
| Admin fee / account holder | $13 | $4,480-99.7% | $8,084-99.8% | $5,306-99.8% |