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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 | $16,049 | $106,864-85.0% | $147,318-89.1% | $82,637-80.6% |
| Participation rate | 65.7% | 75.5%-9.8pp | 82.1%-16.4pp | 68.1%-2.3pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $3,004 | $3,417-12.1% | $4,593-34.6% | $2,552+17.7% |
| Participant deferral / active EE | $8,226 | $6,496+26.6% | $7,906+4.0% | $4,126+99.4% |
| Admin fee / account holder | $94 | $8,415-98.9% | $13,708-99.3% | $7,339-98.7% |