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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 | $6,934 | $88,583-92.2% | $88,497-92.2% | $273,972-97.5% |
| Participation rate | 44.4% | 83.5%-39.0pp | 82.4%-38.0pp | 83.0%-38.6pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,006 | $4,502-55.4% | $4,036-50.3% | $4,869-58.8% |
| Participant deferral / active EE | $2,411 | $4,891-50.7% | $4,899-50.8% | $5,287-54.4% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |