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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 | $14,939 | $60,349-75.2% | $74,184-79.9% | $62,881-76.2% |
| Participation rate | 43.6% | 72.7%-29.1pp | 76.6%-33.0pp | 69.3%-25.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,041 | $2,856+41.5% | $3,550+13.8% | $3,203+26.2% |
| Admin fee / account holder | $224 | $4,261-94.8% | $5,586-96.0% | $4,296-94.8% |