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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 | $7,529 | $56,287-86.6% | $80,977-90.7% | $62,881-88.0% |
| Participation rate | 33.3% | 68.9%-35.6pp | 75.8%-42.5pp | 69.3%-36.0pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,949 | $4,196-53.6% | $5,696-65.8% | $3,203-39.2% |
| Admin fee / account holder | $10 | $3,742-99.7% | $5,517-99.8% | $4,296-99.8% |