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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 | $8,608 | $211,946-95.9% | $169,452-94.9% | $135,380-93.6% |
| Participation rate | 52.9% | 82.6%-29.7pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,866 | $5,117-63.5% | $4,157-55.1% | $4,779-60.9% |
| Participant deferral / active EE | $3,528 | $6,075-41.9% | $5,277-33.2% | $5,609-37.1% |
| Admin fee / account holder | $18 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |