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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 | $4,025 | $73,848-94.5% | $143,799-97.2% | $68,486-94.1% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -6.95% | 0.91%-7.9pp | -0.04%-6.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $547 | $3,184-82.8% | $4,952-89.0% | $2,597-78.9% |
| Participant deferral / active EE | $1,317 | $3,385-61.1% | $5,638-76.6% | $4,028-67.3% |
| Admin fee / account holder | $286 | $5,755-95.0% | $14,677-98.0% | $5,404-94.7% |