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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 | $8,388 | $82,674-89.9% | $125,381-93.3% | $68,486-87.8% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $964 | $3,382-71.5% | $4,815-80.0% | $2,597-62.9% |
| Participant deferral / active EE | $5,036 | $6,111-17.6% | $7,448-32.4% | $4,028+25.0% |
| Admin fee / account holder | $79 | $6,277-98.7% | $10,007-99.2% | $5,404-98.5% |