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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 | $3,389 | $54,757-93.8% | $90,300-96.2% | $72,983-95.4% |
| Participation rate | 31.9% | 65.1%-33.2pp | 73.3%-41.4pp | 69.5%-37.6pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.11%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $397 | $2,092-81.0% | $2,854-86.1% | $2,440-83.7% |
| Participant deferral / active EE | $1,718 | $2,887-40.5% | $3,884-55.8% | $3,608-52.4% |
| Admin fee / account holder | $93 | $3,972-97.7% | $5,353-98.3% | $5,124-98.2% |