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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 | $6,951 | $48,053-85.5% | $84,623-91.8% | $72,983-90.5% |
| Participation rate | 60.0% | 57.6%+2.4pp | 68.2%-8.2pp | 69.5%-9.5pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.77%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,495 | $1,602-6.7% | $2,652-43.6% | $2,440-38.7% |
| Participant deferral / active EE | $2,245 | $2,681-16.2% | $3,899-42.4% | $3,608-37.8% |
| Admin fee / account holder | $146 | $3,395-95.7% | $4,913-97.0% | $5,124-97.2% |