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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 | $6,132 | $46,697-86.9% | $117,533-94.8% | $68,486-91.0% |
| Participation rate | 39.1% | 56.8%-17.6pp | 70.6%-31.5pp | 67.9%-28.8pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $808 | $1,506-46.4% | $4,179-80.7% | $2,597-68.9% |
| Participant deferral / active EE | $1,633 | $2,637-38.1% | $4,072-59.9% | $4,028-59.5% |
| Admin fee / account holder | $8 | $4,023-99.8% | $5,647-99.9% | $5,404-99.9% |