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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 | $3,393 | $73,863-95.4% | $143,797-97.6% | $68,490-95.0% |
| Participation rate | 67.6% | 66.7%+0.9pp | 80.3%-12.8pp | 67.9%-0.3pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $588 | $3,185-81.6% | $4,952-88.1% | $2,597-77.4% |
| Participant deferral / active EE | $1,175 | $3,385-65.3% | $5,638-79.2% | $4,028-70.8% |
| Admin fee / account holder | $138 | $5,756-97.6% | $14,679-99.1% | $5,403-97.4% |