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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 | $3,783 | $84,953-95.5% | $163,379-97.7% | $82,637-95.4% |
| Participation rate | 49.4% | 65.9%-16.5pp | 76.8%-27.4pp | 68.1%-18.7pp |
| Annual return | 0.00% | 23.07%-23.1pp | 63.41%-63.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,080 | $4,326-51.9% | $6,282-66.9% | $4,126-49.6% |
| Admin fee / account holder | $51 | $7,921-99.4% | $9,818-99.5% | $7,339-99.3% |