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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 | $7,310 | $40,264-81.8% | $57,349-87.3% | $59,633-87.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | 0.00% | 27.51%-27.5pp | 24.40%-24.4pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $570 | $1,922-70.3% | $2,689-78.8% | $2,203-74.1% |
| Participant deferral / active EE | $2,601 | $2,400+8.4% | $3,162-17.7% | $3,192-18.5% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |