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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 | $5,347 | $66,764-92.0% | $88,497-94.0% | $62,881-91.5% |
| Participation rate | 50.0% | 77.3%-27.3pp | 82.4%-32.4pp | 69.3%-19.3pp |
| Annual return | 0.00% | 10.37%-10.4pp | 7.63%-7.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,404 | $3,976-39.5% | $4,899-50.9% | $3,203-24.9% |
| Admin fee / account holder | $96 | $4,668-98.0% | $6,220-98.5% | $4,296-97.8% |