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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 | $7,759 | $73,863-89.5% | $143,797-94.6% | $68,490-88.7% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,225 | $3,185-61.5% | $4,952-75.3% | $2,597-52.8% |
| Participant deferral / active EE | $1,836 | $3,385-45.8% | $5,638-67.4% | $4,028-54.4% |
| Admin fee / account holder | $109 | $5,756-98.1% | $14,679-99.3% | $5,403-98.0% |