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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 | $19,409 | $70,486-72.5% | $100,528-80.7% | $79,852-75.7% |
| Participation rate | 60.6% | 73.6%-13.0pp | 79.4%-18.8pp | 69.6%-9.0pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,642 | $2,165-24.2% | $3,419-52.0% | $2,471-33.6% |
| Participant deferral / active EE | $5,904 | $5,182+13.9% | $6,271-5.9% | $3,740+57.8% |
| Admin fee / account holder | $75 | $4,480-98.3% | $8,084-99.1% | $5,306-98.6% |