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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 | $8,079 | $49,177-83.6% | $79,466-89.8% | $64,173-87.4% |
| Participation rate | 58.1% | 65.0%-6.9pp | 73.3%-15.2pp | 69.6%-11.5pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $278 | $2,076-86.6% | $2,800-90.1% | $2,381-88.3% |
| Participant deferral / active EE | $1,977 | $2,821-29.9% | $3,704-46.6% | $3,470-43.0% |
| Admin fee / account holder | $7 | $3,839-99.8% | $5,104-99.9% | $4,887-99.9% |