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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 | $2,123 | $27,632-92.3% | $61,452-96.5% | $68,486-96.9% |
| Participation rate | 59.0% | 39.5%+19.5pp | 52.6%+6.4pp | 67.9%-8.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $545 | $696-21.7% | $1,160-53.0% | $2,597-79.0% |
| Participant deferral / active EE | $868 | $1,264-31.3% | $2,125-59.1% | $4,028-78.4% |
| Admin fee / account holder | $79 | $2,010-96.1% | $2,131-96.3% | $5,404-98.5% |