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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 | $3,529 | $57,352-93.8% | $83,831-95.8% | $64,173-94.5% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $726 | $2,546-71.5% | $3,631-80.0% | $2,381-69.5% |
| Participant deferral / active EE | $1,793 | $2,993-40.1% | $4,082-56.1% | $3,470-48.3% |
| Admin fee / account holder | $32 | $4,046-99.2% | $5,479-99.4% | $4,887-99.3% |