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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 | $19,970 | $60,349-66.9% | $74,184-73.1% | $62,881-68.2% |
| Participation rate | 60.7% | 72.7%-12.0pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,438 | $1,680-14.4% | $2,370-39.3% | $2,281-37.0% |
| Participant deferral / active EE | $3,115 | $2,856+9.1% | $3,550-12.2% | $3,203-2.7% |
| Admin fee / account holder | $14 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |