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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 | $9,951 | $127,387-92.2% | $115,038-91.3% | $125,389-92.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,142 | $5,166-58.5% | $4,608-53.5% | $4,866-56.0% |
| Participant deferral / active EE | $6,334 | $6,423-1.4% | $6,026+5.1% | $5,352+18.4% |
| Admin fee / account holder | $30 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |