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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 | $7,538 | $54,541-86.2% | $78,778-90.4% | $70,126-89.3% |
| Participation rate | 29.0% | 60.8%-31.8pp | 69.2%-40.2pp | 69.5%-40.5pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $559 | $1,089-48.6% | $1,986-71.8% | $2,343-76.1% |
| Participant deferral / active EE | $1,170 | $2,210-47.0% | $2,958-60.4% | $3,332-64.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |