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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 | $7,155 | $65,092-89.0% | $143,799-95.0% | $66,938-89.3% |
| Participation rate | 30.4% | 65.2%-34.8pp | 80.3%-49.9pp | 69.8%-39.4pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $691 | $2,362-70.7% | $4,952-86.0% | $2,545-72.9% |
| Participant deferral / active EE | $1,467 | $2,920-49.8% | $5,638-74.0% | $4,238-65.4% |
| Admin fee / account holder | $105 | $502-79.1% | $14,677-99.3% | $594-82.3% |