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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 | $6,714 | $52,678-87.3% | $75,784-91.1% | $59,633-88.7% |
| Participation rate | 51.1% | 67.2%-16.1pp | 75.8%-24.7pp | 68.7%-17.6pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,529 | $2,193-30.3% | $3,323-54.0% | $2,203-30.6% |
| Participant deferral / active EE | $2,587 | $2,591-0.1% | $3,652-29.2% | $3,192-18.9% |
| Admin fee / account holder | $28 | $3,610-99.2% | $5,300-99.5% | $4,297-99.4% |