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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 | $7,157 | $72,269-90.1% | $101,271-92.9% | $79,852-91.0% |
| Participation rate | 41.5% | 68.5%-26.9pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $747 | $2,692-72.3% | $3,660-79.6% | $2,471-69.8% |
| Participant deferral / active EE | $1,898 | $3,282-42.2% | $4,371-56.6% | $3,740-49.3% |
| Admin fee / account holder | $196 | $4,401-95.5% | $5,948-96.7% | $5,306-96.3% |