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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 | $5,663 | $105,623-94.6% | $87,502-93.5% | $273,972-97.9% |
| Participation rate | 47.6% | 78.2%-30.6pp | 73.8%-26.2pp | 83.0%-35.4pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $641 | $3,141-79.6% | $2,550-74.9% | $4,869-86.8% |
| Participant deferral / active EE | $1,991 | $3,601-44.7% | $3,149-36.8% | $5,287-62.3% |
| Admin fee / account holder | $26 | $4,781-99.5% | $4,221-99.4% | $10,133-99.7% |