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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 | $6,489 | $73,848-91.2% | $143,799-95.5% | $68,486-90.5% |
| Participation rate | 25.8% | 66.7%-40.9pp | 80.3%-54.5pp | 67.9%-42.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $888 | $3,184-72.1% | $4,952-82.1% | $2,597-65.8% |
| Participant deferral / active EE | $1,038 | $3,385-69.3% | $5,638-81.6% | $4,028-74.2% |
| Admin fee / account holder | $112 | $5,755-98.1% | $14,677-99.2% | $5,404-97.9% |