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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 | $9,594 | $47,848-79.9% | $81,473-88.2% | $70,124-86.3% |
| Participation rate | 64.7% | 58.3%+6.4pp | 68.0%-3.3pp | 69.5%-4.8pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,337 | $1,527-12.5% | $2,568-47.9% | $2,342-42.9% |
| Participant deferral / active EE | $3,232 | $2,453+31.7% | $3,537-8.6% | $3,332-3.0% |
| Admin fee / account holder | $11 | $3,145-99.6% | $4,561-99.8% | $4,645-99.8% |