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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 | $9,108 | $49,177-81.5% | $79,466-88.5% | $64,173-85.8% |
| Participation rate | 45.9% | 65.0%-19.1pp | 73.3%-27.4pp | 69.6%-23.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,366 | $2,076-34.2% | $2,800-51.2% | $2,381-42.6% |
| Participant deferral / active EE | $3,186 | $2,821+12.9% | $3,704-14.0% | $3,470-8.2% |
| Admin fee / account holder | $18 | $3,839-99.5% | $5,104-99.6% | $4,887-99.6% |