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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 | $3,265 | $76,367-95.7% | $93,614-96.5% | $72,983-95.5% |
| Participation rate | 63.9% | 71.7%-7.9pp | 75.8%-11.9pp | 69.5%-5.6pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,179 | $2,275-48.2% | $2,718-56.6% | $2,440-51.7% |
| Participant deferral / active EE | $1,788 | $3,538-49.4% | $4,069-56.0% | $3,608-50.4% |
| Admin fee / account holder | $166 | $6,838-97.6% | $7,889-97.9% | $5,124-96.8% |