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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 | $5,320 | $37,446-85.8% | $77,513-93.1% | $79,852-93.3% |
| Participation rate | 18.8% | 41.5%-22.8pp | 54.2%-35.4pp | 69.6%-50.9pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $134 | $637-78.9% | $987-86.4% | $2,471-94.6% |
| Participant deferral / active EE | $710 | $1,261-43.7% | $1,861-61.9% | $3,740-81.0% |
| Admin fee / account holder | $19 | $2,506-99.2% | $2,859-99.3% | $5,306-99.6% |