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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 | $7,123 | $45,872-84.5% | $77,096-90.8% | $68,486-89.6% |
| Participation rate | 27.8% | 55.9%-28.1pp | 67.9%-40.1pp | 67.9%-40.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,087 | $2,963-29.6% | $4,429-52.9% | $4,028-48.2% |
| Admin fee / account holder | $48 | $3,041-98.4% | $5,428-99.1% | $5,404-99.1% |