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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 | $7,431 | $52,279-85.8% | $89,414-91.7% | $79,852-90.7% |
| Participation rate | 53.3% | 57.5%-4.2pp | 68.0%-14.7pp | 69.6%-16.3pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $796 | $1,572-49.4% | $2,586-69.2% | $2,471-67.8% |
| Participant deferral / active EE | $2,601 | $2,740-5.1% | $3,890-33.1% | $3,740-30.5% |
| Admin fee / account holder | $115 | $3,356-96.6% | $4,883-97.7% | $5,306-97.8% |