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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 | $8,317 | $41,377-79.9% | $109,313-92.4% | $62,881-86.8% |
| Participation rate | 38.0% | 57.5%-19.5pp | 71.3%-33.2pp | 69.3%-31.3pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,974 | $2,045+45.4% | $3,166-6.1% | $3,203-7.2% |
| Admin fee / account holder | $38 | $2,884-98.7% | $5,666-99.3% | $4,296-99.1% |