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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 | $2,711 | $42,383-93.6% | $76,518-96.5% | $64,173-95.8% |
| Participation rate | 37.0% | 58.1%-21.1pp | 68.0%-31.0pp | 69.6%-32.5pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $279 | $1,563-82.2% | $2,647-89.5% | $2,381-88.3% |
| Participant deferral / active EE | $792 | $2,566-69.1% | $3,836-79.3% | $3,470-77.2% |
| Admin fee / account holder | $3 | $3,198-99.9% | $4,849-99.9% | $4,887-99.9% |