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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 | $18,931 | $81,870-76.9% | $119,608-84.2% | $68,495-72.4% |
| Participation rate | 54.5% | 71.9%-17.3pp | 79.3%-24.7pp | 67.9%-13.3pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,291 | $2,692-52.0% | $4,232-69.5% | $2,596-50.3% |
| Participant deferral / active EE | $2,713 | $4,148-34.6% | $5,601-51.6% | $4,028-32.6% |
| Admin fee / account holder | $27 | $6,583-99.6% | $10,326-99.7% | $5,403-99.5% |