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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 | $4,085 | $56,894-92.8% | $84,753-95.2% | $62,881-93.5% |
| Participation rate | 45.5% | 68.5%-23.1pp | 76.6%-31.1pp | 69.3%-23.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $521 | $2,400-78.3% | $3,574-85.4% | $2,281-77.2% |
| Participant deferral / active EE | $1,658 | $2,709-38.8% | $3,712-55.3% | $3,203-48.2% |
| Admin fee / account holder | $23 | $3,581-99.4% | $5,333-99.6% | $4,296-99.5% |