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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 | $17,091 | $70,430-75.7% | $96,572-82.3% | $85,851-80.1% |
| Participation rate | 39.0% | 61.8%-22.8pp | 69.8%-30.8pp | 69.3%-30.3pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $517 | $1,413-63.4% | $2,357-78.1% | $2,565-79.9% |
| Participant deferral / active EE | $1,376 | $2,894-52.5% | $3,850-64.2% | $3,952-65.2% |
| Admin fee / account holder | $257 | $4,996-94.9% | $6,183-95.8% | $6,261-95.9% |