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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 | $6,912 | $47,922-85.6% | $75,900-90.9% | $65,186-89.4% |
| Participation rate | 37.0% | 63.0%-26.0pp | 69.3%-32.3pp | 70.2%-33.2pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.73%-30.7pp | 29.39%-29.4pp |
| Employer contribution / active EE | $795 | $1,557-48.9% | $2,501-68.2% | $2,177-63.5% |
| Participant deferral / active EE | $1,530 | $2,550-40.0% | $3,604-57.5% | $3,514-56.5% |
| Admin fee / account holder | $29 | $532-94.5% | $5,421-99.5% | $847-96.5% |