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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 | $8,049 | $100,805-92.0% | $86,698-90.7% | $134,532-94.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,934 | $3,490-44.6% | $2,837-31.8% | $4,741-59.2% |
| Participant deferral / active EE | $4,620 | $5,339-13.5% | $4,656-0.8% | $6,401-27.8% |
| Admin fee / account holder | $28 | $10,925-99.7% | $7,493-99.6% | $11,429-99.8% |