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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 | $5,547 | $52,279-89.4% | $89,435-93.8% | $79,856-93.1% |
| Participation rate | 21.6% | 57.5%-35.9pp | 68.0%-46.4pp | 69.6%-48.0pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $331 | $1,572-78.9% | $2,587-87.2% | $2,471-86.6% |
| Participant deferral / active EE | $892 | $2,740-67.4% | $3,890-77.1% | $3,741-76.1% |
| Admin fee / account holder | $116 | $3,356-96.6% | $4,884-97.6% | $5,306-97.8% |