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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 | $7,066 | $56,339-87.5% | $104,301-93.2% | $68,495-89.7% |
| Participation rate | 37.4% | 63.3%-25.9pp | 73.3%-35.9pp | 67.9%-30.5pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $893 | $1,960-54.5% | $3,373-73.5% | $2,596-65.6% |
| Participant deferral / active EE | $2,011 | $3,077-34.6% | $4,626-56.5% | $4,028-50.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,403-100.0% |