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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 | $6,080 | $64,359-90.6% | $90,161-93.3% | $70,126-91.3% |
| Participation rate | 40.0% | 70.4%-30.4pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,862 | $4,389-34.8% | $5,287-45.9% | $3,332-14.1% |
| Admin fee / account holder | $58 | $3,945-98.5% | $5,943-99.0% | $4,646-98.8% |