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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 | $12,469 | $45,825-72.8% | $90,657-86.2% | $56,289-77.8% |
| Participation rate | 32.0% | 66.7%-34.7pp | 74.0%-42.0pp | 69.9%-37.9pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.89%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,759 | $2,562-31.3% | $3,424-48.6% | $3,350-47.5% |
| Admin fee / account holder | $74 | $413-82.1% | $4,994-98.5% | $521-85.8% |