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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 | $2,894 | $46,297-93.7% | $71,671-96.0% | $62,293-95.4% |
| Participation rate | 47.2% | 60.6%-13.4pp | 68.7%-21.5pp | 69.5%-22.3pp |
| Annual return | 0.00% | 22.32%-22.3pp | 20.65%-20.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,432 | $2,235-35.9% | $3,438-58.4% | $3,169-54.8% |
| Admin fee / account holder | $6 | $461-98.6% | $5,558-99.9% | $479-98.7% |