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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 | $3,310 | $57,065-94.2% | $75,670-95.6% | $70,131-95.3% |
| Participation rate | 64.8% | 68.1%-3.3pp | 72.3%-7.5pp | 69.5%-4.7pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $685 | $1,817-62.3% | $2,352-70.9% | $2,342-70.7% |
| Participant deferral / active EE | $1,485 | $2,580-42.5% | $3,142-52.8% | $3,332-55.4% |
| Admin fee / account holder | $30 | $3,825-99.2% | $5,800-99.5% | $4,645-99.4% |