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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 | $20,150 | $54,380-62.9% | $68,509-70.6% | $59,633-66.2% |
| Participation rate | 53.8% | 70.2%-16.3pp | 74.7%-20.9pp | 68.7%-14.8pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $853 | $1,539-44.6% | $2,278-62.6% | $2,203-61.3% |
| Participant deferral / active EE | $2,007 | $2,643-24.1% | $3,382-40.7% | $3,192-37.1% |
| Admin fee / account holder | $83 | $3,885-97.9% | $5,275-98.4% | $4,297-98.1% |