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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 | $11,197 | $84,518-86.8% | $67,704-83.5% | $125,389-91.1% |
| Participation rate | 35.7% | 74.8%-39.1pp | 67.5%-31.8pp | 83.2%-47.5pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $258 | $3,292-92.2% | $2,559-89.9% | $4,866-94.7% |
| Participant deferral / active EE | $3,747 | $4,430-15.4% | $3,585+4.5% | $5,352-30.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |