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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 | $1,531 | $75,541-98.0% | $152,093-99.0% | $82,637-98.1% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 0.00% | 32.56%-32.6pp | 66.36%-66.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,006 | $3,206-68.6% | $5,451-81.5% | $4,126-75.6% |
| Admin fee / account holder | $59 | $6,405-99.1% | $14,497-99.6% | $7,339-99.2% |