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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 | $2,031 | $52,682-96.1% | $78,004-97.4% | $64,097-96.8% |
| Participation rate | 58.1% | 47.7%+10.4pp | 69.4%-11.3pp | 55.2%+2.9pp |
| Annual return | 0.00% | 22.45%-22.5pp | 31.07%-31.1pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,141 | $2,346-51.3% | $4,092-72.1% | $3,080-62.9% |
| Admin fee / account holder | $62 | $5,420-98.9% | $7,578-99.2% | $3,454-98.2% |