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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 | $16,325 | $73,009-77.6% | $90,756-82.0% | $68,495-76.2% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,910 | $2,193-12.9% | $2,922-34.6% | $2,596-26.4% |
| Participant deferral / active EE | $3,121 | $3,626-13.9% | $4,565-31.6% | $4,028-22.5% |
| Admin fee / account holder | $44 | $5,896-99.3% | $8,445-99.5% | $5,403-99.2% |