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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 | $5,053 | $81,331-93.8% | $155,534-96.8% | $80,935-93.8% |
| Participation rate | 57.4% | 66.3%-8.9pp | 78.2%-20.8pp | 67.7%-10.3pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $734 | $3,105-76.4% | $4,675-84.3% | $2,757-73.4% |
| Participant deferral / active EE | $2,181 | $3,454-36.9% | $5,630-61.3% | $4,299-49.3% |
| Admin fee / account holder | $126 | $7,999-98.4% | $15,900-99.2% | $6,924-98.2% |