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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 | $17,187 | $90,590-81.0% | $90,782-81.1% | $135,380-87.3% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.7%-39.8pp | 82.6%-39.8pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,555 | $4,352-41.3% | $4,105-37.8% | $4,779-46.5% |
| Participant deferral / active EE | $5,398 | $5,407-0.2% | $5,366+0.6% | $5,609-3.8% |
| Admin fee / account holder | $40 | $7,683-99.5% | $5,908-99.3% | $10,828-99.6% |