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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 | $7,557 | $73,981-89.8% | $105,754-92.9% | $62,881-88.0% |
| Participation rate | 25.0% | 71.7%-46.7pp | 78.9%-53.9pp | 69.3%-44.3pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,824 | $4,038-54.8% | $5,326-65.8% | $3,203-43.1% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,309-100.0% | $4,296-100.0% |