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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 | $5,476 | $37,446-85.4% | $77,513-92.9% | $79,852-93.1% |
| Participation rate | 28.9% | 41.5%-12.6pp | 54.2%-25.2pp | 69.6%-40.7pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $450 | $637-29.4% | $987-54.4% | $2,471-81.8% |
| Participant deferral / active EE | $978 | $1,261-22.4% | $1,861-47.4% | $3,740-73.9% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |