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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 | $9,941 | $63,471-84.3% | $68,808-85.6% | $66,938-85.1% |
| Participation rate | 61.9% | 60.0%+1.9pp | 69.0%-7.1pp | 69.8%-7.9pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,536 | $1,776-13.5% | $2,656-42.2% | $2,545-39.6% |
| Participant deferral / active EE | $4,110 | $2,946+39.5% | $3,942+4.3% | $4,238-3.0% |
| Admin fee / account holder | $141 | $578-75.6% | $4,936-97.1% | $594-76.3% |