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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 | $4,801 | $211,946-97.7% | $169,452-97.2% | $135,379-96.5% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,219 | $6,075-63.5% | $5,277-58.0% | $5,609-60.4% |
| Admin fee / account holder | $1 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |