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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 | $1,893 | $81,840-97.7% | $63,412-97.0% | $125,389-98.5% |
| Participation rate | 0.0% | 73.0%-73.0pp | 67.1%-67.1pp | 83.2%-83.2pp |
| Annual return | 5.14% | -0.10%+5.2pp | 4.04%+1.1pp | 282.24%-277.1pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,534 | $3,064-17.3% | $2,496+1.5% | $5,352-52.6% |
| Admin fee / account holder | $2 | $4,951-100.0% | $3,753-99.9% | $9,541-100.0% |