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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 | $11,235 | $50,947-77.9% | $74,551-84.9% | $64,173-82.5% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.1%-6.2pp | 69.6%-6.6pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,590 | $1,115+42.5% | $1,961-18.9% | $2,381-33.2% |
| Participant deferral / active EE | $2,863 | $2,302+24.4% | $3,108-7.9% | $3,470-17.5% |
| Admin fee / account holder | $17 | $4,221-99.6% | $5,059-99.7% | $4,887-99.7% |