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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 | $4,963 | $43,075-88.5% | $74,577-93.3% | $62,881-92.1% |
| Participation rate | 56.8% | 58.1%-1.3pp | 68.1%-11.4pp | 69.3%-12.5pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,945 | $2,389-18.6% | $3,458-43.8% | $3,203-39.3% |
| Admin fee / account holder | $5 | $2,840-99.8% | $4,138-99.9% | $4,296-99.9% |