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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 | $10,857 | $167,362-93.5% | $143,799-92.4% | $134,532-91.9% |
| Participation rate | 31.6% | 84.8%-53.2pp | 80.3%-48.7pp | 81.2%-49.7pp |
| Annual return | 0.57% | 0.47%+0.1pp | -0.04%+0.6pp | 418.27%-417.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,381 | $6,447-63.1% | $5,638-57.8% | $6,401-62.8% |
| Admin fee / account holder | $32 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |