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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 | $514 | $25,979-98.0% | $71,755-99.3% | $68,486-99.2% |
| Participation rate | 64.5% | 54.5%+10.0pp | 62.3%+2.2pp | 67.9%-3.4pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $199 | $900-77.9% | $1,704-88.3% | $2,597-92.3% |
| Participant deferral / active EE | $330 | $1,522-78.3% | $2,656-87.6% | $4,028-91.8% |
| Admin fee / account holder | $80 | $2,022-96.0% | $3,972-98.0% | $5,404-98.5% |