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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 | $1,505 | $45,872-96.7% | $77,100-98.0% | $68,490-97.8% |
| Participation rate | 65.7% | 55.9%+9.8pp | 67.9%-2.2pp | 67.9%-2.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,062 | $2,963-64.1% | $4,430-76.0% | $4,028-73.6% |
| Admin fee / account holder | $54 | $3,041-98.2% | $5,443-99.0% | $5,403-99.0% |