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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 | $8,595 | $48,078-82.1% | $78,676-89.1% | $62,881-86.3% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.6%-8.2pp | 69.3%-3.9pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,580 | $2,015+28.1% | $2,850-9.5% | $2,281+13.1% |
| Participant deferral / active EE | $2,940 | $2,587+13.6% | $3,517-16.4% | $3,203-8.2% |
| Admin fee / account holder | $59 | $3,206-98.2% | $4,510-98.7% | $4,296-98.6% |