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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 | $6,200 | $45,050-86.2% | $63,018-90.2% | $70,126-91.2% |
| Participation rate | 54.8% | 69.5%-14.7pp | 74.8%-20.0pp | 69.5%-14.7pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,089 | $2,052-46.9% | $2,761-60.6% | $2,343-53.5% |
| Participant deferral / active EE | $2,562 | $2,466+3.9% | $3,330-23.1% | $3,332-23.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |