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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 | $4,349 | $35,183-87.6% | $73,550-94.1% | $70,126-93.8% |
| Participation rate | 64.8% | 42.9%+21.9pp | 54.9%+9.9pp | 69.5%-4.8pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $705 | $709-0.5% | $1,219-42.2% | $2,343-69.9% |
| Participant deferral / active EE | $1,682 | $1,220+37.9% | $1,804-6.8% | $3,332-49.5% |
| Admin fee / account holder | $192 | $2,302-91.7% | $2,320-91.7% | $4,645-95.9% |