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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 | $14,372 | $135,956-89.4% | $123,894-88.4% | $273,972-94.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,581 | $5,170-50.1% | $4,617-44.1% | $4,869-47.0% |
| Participant deferral / active EE | $5,623 | $6,343-11.3% | $5,984-6.0% | $5,287+6.4% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |