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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 | $3,459 | $73,839-95.3% | $143,788-97.6% | $68,495-94.9% |
| Participation rate | 57.5% | 66.7%-9.2pp | 80.3%-22.8pp | 67.9%-10.4pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $406 | $3,184-87.3% | $4,952-91.8% | $2,596-84.4% |
| Participant deferral / active EE | $1,572 | $3,384-53.6% | $5,638-72.1% | $4,028-61.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |