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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 | $7,804 | $58,851-86.7% | $115,170-93.2% | $72,975-89.3% |
| Participation rate | 32.5% | 65.5%-33.1pp | 75.9%-43.4pp | 69.5%-37.0pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,093 | $1,798-39.2% | $3,179-65.6% | $2,440-55.2% |
| Participant deferral / active EE | $1,306 | $2,643-50.6% | $4,169-68.7% | $3,608-63.8% |
| Admin fee / account holder | $63 | $6,370-99.0% | $7,089-99.1% | $5,124-98.8% |