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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 | $8,647 | $76,551-88.7% | $123,894-93.0% | $62,881-86.2% |
| Participation rate | 45.9% | 73.0%-27.0pp | 81.4%-35.5pp | 69.3%-23.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,254 | $4,840-12.1% | $5,984-28.9% | $3,203+32.8% |
| Admin fee / account holder | $90 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |