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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 | $6,388 | $71,872-91.1% | $86,691-92.6% | $68,495-90.7% |
| Participation rate | 67.4% | 72.2%-4.8pp | 76.6%-9.1pp | 67.9%-0.5pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,431 | $2,173-34.1% | $2,837-49.6% | $2,596-44.9% |
| Participant deferral / active EE | $2,995 | $3,779-20.7% | $4,656-35.7% | $4,028-25.6% |
| Admin fee / account holder | $117 | $6,112-98.1% | $7,492-98.4% | $5,403-97.8% |