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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 | $16,457 | $80,985-79.7% | $96,576-83.0% | $75,181-78.1% |
| Participation rate | 43.5% | 71.8%-28.3pp | 76.0%-32.4pp | 67.2%-23.7pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.87%-25.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,014 | $2,282-55.6% | $2,965-65.8% | $2,671-62.0% |
| Participant deferral / active EE | $2,696 | $3,929-31.4% | $4,851-44.4% | $4,126-34.6% |
| Admin fee / account holder | $162 | $6,719-97.6% | $8,253-98.0% | $5,650-97.1% |