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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 | $7,388 | $79,557-90.7% | $118,746-93.8% | $70,126-89.5% |
| Participation rate | 38.3% | 71.4%-33.0pp | 78.3%-39.9pp | 69.5%-31.2pp |
| Annual return | 0.00% | 25.64%-25.6pp | 24.54%-24.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,940 | $4,089-28.1% | $5,332-44.9% | $3,332-11.8% |
| Admin fee / account holder | $3 | $5,374-99.9% | $10,720-100.0% | $4,645-99.9% |