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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 | $5,927 | $65,704-91.0% | $94,229-93.7% | $59,633-90.1% |
| Participation rate | 48.1% | 72.1%-24.0pp | 78.8%-30.6pp | 68.7%-20.5pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,310 | $2,021-35.2% | $3,587-63.5% | $2,203-40.5% |
| Participant deferral / active EE | $1,605 | $3,143-48.9% | $4,320-62.8% | $3,192-49.7% |
| Admin fee / account holder | $56 | $4,265-98.7% | $6,269-99.1% | $4,297-98.7% |