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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 | $5,903 | $62,589-90.6% | $76,768-92.3% | $64,173-90.8% |
| Participation rate | 67.7% | 72.8%-5.1pp | 77.0%-9.2pp | 69.6%-1.8pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,825 | $1,832-0.4% | $2,485-26.6% | $2,381-23.3% |
| Participant deferral / active EE | $2,532 | $3,145-19.5% | $3,852-34.2% | $3,470-27.0% |
| Admin fee / account holder | $58 | $4,667-98.8% | $6,675-99.1% | $4,887-98.8% |