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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 | $758 | $48,267-98.4% | $68,808-98.9% | $68,486-98.9% |
| Participation rate | 69.2% | 60.7%+8.6pp | 69.0%+0.2pp | 67.9%+1.3pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $676 | $1,829-63.1% | $2,656-74.6% | $2,597-74.0% |
| Participant deferral / active EE | $964 | $2,867-66.4% | $3,942-75.5% | $4,028-76.1% |
| Admin fee / account holder | $67 | $4,362-98.5% | $4,936-98.7% | $5,404-98.8% |