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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 | $4,405 | $62,592-93.0% | $85,693-94.9% | $85,856-94.9% |
| Participation rate | 43.1% | 61.1%-18.0pp | 69.9%-26.8pp | 69.3%-26.2pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $794 | $1,755-54.8% | $2,618-69.7% | $2,565-69.0% |
| Participant deferral / active EE | $1,090 | $2,802-61.1% | $3,923-72.2% | $3,952-72.4% |
| Admin fee / account holder | $22 | $4,643-99.5% | $6,874-99.7% | $6,261-99.6% |