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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 | $2,052 | $52,279-96.1% | $89,435-97.7% | $79,856-97.4% |
| Participation rate | 52.3% | 57.5%-5.2pp | 68.0%-15.7pp | 69.6%-17.3pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $398 | $1,572-74.7% | $2,587-84.6% | $2,471-83.9% |
| Participant deferral / active EE | $1,002 | $2,740-63.4% | $3,890-74.2% | $3,741-73.2% |
| Admin fee / account holder | $17 | $3,356-99.5% | $4,884-99.7% | $5,306-99.7% |