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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 | $3,823 | $88,707-95.7% | $74,183-94.8% | $273,968-98.6% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $955 | $3,159-69.8% | $2,370-59.7% | $4,869-80.4% |
| Participant deferral / active EE | $1,745 | $4,212-58.6% | $3,550-50.8% | $5,287-67.0% |
| Admin fee / account holder | $191 | $8,717-97.8% | $5,586-96.6% | $10,132-98.1% |