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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 | $1,133 | $48,267-97.7% | $68,808-98.4% | $68,486-98.3% |
| Participation rate | 67.6% | 60.7%+7.0pp | 69.0%-1.4pp | 67.9%-0.2pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $943 | $2,867-67.1% | $3,942-76.1% | $4,028-76.6% |
| Admin fee / account holder | $102 | $4,362-97.7% | $4,936-97.9% | $5,404-98.1% |