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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 | $5,555 | $92,219-94.0% | $76,768-92.8% | $135,379-95.9% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,493 | $4,508-22.5% | $3,852-9.3% | $5,609-37.7% |
| Admin fee / account holder | $70 | $10,749-99.4% | $6,675-99.0% | $10,828-99.4% |