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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 | $4,142 | $48,267-91.4% | $68,808-94.0% | $68,486-94.0% |
| Participation rate | 57.1% | 60.7%-3.5pp | 69.0%-11.9pp | 67.9%-10.8pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,206 | $1,829-34.1% | $2,656-54.6% | $2,597-53.6% |
| Participant deferral / active EE | $1,354 | $2,867-52.8% | $3,942-65.7% | $4,028-66.4% |
| Admin fee / account holder | $222 | $4,362-94.9% | $4,936-95.5% | $5,404-95.9% |