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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 | $12,070 | $56,894-78.8% | $84,753-85.8% | $62,881-80.8% |
| Participation rate | 62.1% | 68.5%-6.5pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $619 | $2,400-74.2% | $3,574-82.7% | $2,281-72.8% |
| Participant deferral / active EE | $1,291 | $2,709-52.3% | $3,712-65.2% | $3,203-59.7% |
| Admin fee / account holder | $65 | $3,581-98.2% | $5,333-98.8% | $4,296-98.5% |