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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 | $6,983 | $92,219-92.4% | $76,767-90.9% | $135,380-94.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,703 | $3,216-47.0% | $2,485-31.5% | $4,779-64.4% |
| Participant deferral / active EE | $2,788 | $4,508-38.2% | $3,852-27.6% | $5,609-50.3% |
| Admin fee / account holder | $14 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |