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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 | $6,857 | $112,300-93.9% | $90,223-92.4% | $125,389-94.5% |
| Participation rate | 63.6% | 82.9%-19.2pp | 79.0%-15.4pp | 83.2%-19.6pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,638 | $5,181-68.4% | $4,378-62.6% | $4,866-66.3% |
| Participant deferral / active EE | $2,770 | $6,733-58.9% | $5,792-52.2% | $5,352-48.2% |
| Admin fee / account holder | $36 | $10,990-99.7% | $7,406-99.5% | $9,541-99.6% |