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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 | $8,560 | $52,279-83.6% | $89,414-90.4% | $79,852-89.3% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $419 | $1,572-73.4% | $2,586-83.8% | $2,471-83.1% |
| Participant deferral / active EE | $1,037 | $2,740-62.2% | $3,890-73.3% | $3,740-72.3% |
| Admin fee / account holder | $12 | $3,356-99.6% | $4,883-99.8% | $5,306-99.8% |