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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 | $13,188 | $91,179-85.5% | $178,499-92.6% | $79,852-83.5% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $574 | $3,256-82.4% | $5,011-88.6% | $2,471-76.8% |
| Participant deferral / active EE | $1,976 | $3,236-38.9% | $5,202-62.0% | $3,740-47.2% |
| Admin fee / account holder | $12 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |