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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 | $5,070 | $42,910-88.2% | $60,919-91.7% | $68,490-92.6% |
| Participation rate | 52.3% | 66.8%-14.5pp | 73.1%-20.8pp | 67.9%-15.6pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $928 | $1,978-53.1% | $2,704-65.7% | $2,597-64.3% |
| Participant deferral / active EE | $1,772 | $2,866-38.2% | $3,814-53.5% | $4,028-56.0% |
| Admin fee / account holder | $14 | $3,104-99.6% | $3,228-99.6% | $5,403-99.7% |