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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 | $5,517 | $43,338-87.3% | $59,887-90.8% | $64,173-91.4% |
| Participation rate | 68.3% | 69.2%-0.9pp | 74.7%-6.4pp | 69.6%-1.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,453 | $2,030-28.4% | $2,722-46.6% | $2,381-39.0% |
| Participant deferral / active EE | $2,596 | $2,547+1.9% | $3,402-23.7% | $3,470-25.2% |
| Admin fee / account holder | $11 | $3,007-99.6% | $3,591-99.7% | $4,887-99.8% |