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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 | $7,931 | $73,848-89.3% | $143,799-94.5% | $68,486-88.4% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.5pp | 67.9%0pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,208 | $3,184-62.1% | $4,952-75.6% | $2,597-53.5% |
| Participant deferral / active EE | $4,586 | $3,385+35.5% | $5,638-18.7% | $4,028+13.9% |
| Admin fee / account holder | $83 | $5,755-98.6% | $14,677-99.4% | $5,404-98.5% |