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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 | $9,570 | $58,512-83.6% | $84,020-88.6% | $72,983-86.9% |
| Participation rate | 25.9% | 61.2%-35.3pp | 69.0%-43.1pp | 69.5%-43.6pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $417 | $1,163-64.2% | $1,984-79.0% | $2,440-82.9% |
| Participant deferral / active EE | $1,878 | $2,394-21.5% | $3,239-42.0% | $3,608-47.9% |
| Admin fee / account holder | $45 | $4,569-99.0% | $6,101-99.3% | $5,124-99.1% |