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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 | $11,299 | $76,371-85.2% | $93,621-87.9% | $72,976-84.5% |
| Participation rate | 28.6% | 71.8%-43.2pp | 75.8%-47.3pp | 69.5%-40.9pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $777 | $2,276-65.9% | $2,719-71.4% | $2,440-68.2% |
| Participant deferral / active EE | $1,529 | $3,538-56.8% | $4,070-62.4% | $3,608-57.6% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |