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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 | $17,871 | $50,947-64.9% | $74,549-76.0% | $64,173-72.2% |
| Participation rate | 67.7% | 61.1%+6.7pp | 69.1%-1.4pp | 69.6%-1.8pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,085 | $1,115-2.7% | $1,961-44.6% | $2,381-54.4% |
| Participant deferral / active EE | $3,021 | $2,302+31.3% | $3,108-2.8% | $3,470-12.9% |
| Admin fee / account holder | $1 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |