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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 | $16,584 | $113,941-85.4% | $94,229-82.4% | $125,389-86.8% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | 0.25% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,057 | $4,727-56.5% | $3,587-42.6% | $4,866-57.7% |
| Participant deferral / active EE | $2,900 | $5,179-44.0% | $4,320-32.9% | $5,352-45.8% |
| Admin fee / account holder | $50 | $8,392-99.4% | $6,269-99.2% | $9,541-99.5% |