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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 | $6,981 | $46,877-85.1% | $122,354-94.3% | $70,124-90.0% |
| Participation rate | 64.0% | 58.2%+5.8pp | 71.6%-7.6pp | 69.5%-5.5pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,216 | $1,288-5.6% | $4,051-70.0% | $2,342-48.1% |
| Participant deferral / active EE | $1,813 | $2,167-16.3% | $3,287-44.8% | $3,332-45.6% |
| Admin fee / account holder | $17 | $3,324-99.5% | $5,479-99.7% | $4,645-99.6% |