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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 | $7,726 | $72,177-89.3% | $115,038-93.3% | $59,633-87.0% |
| Participation rate | 59.7% | 72.6%-12.8pp | 81.4%-21.6pp | 68.7%-8.9pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,013 | $2,841-64.3% | $4,608-78.0% | $2,203-54.0% |
| Participant deferral / active EE | $3,442 | $4,783-28.0% | $6,026-42.9% | $3,192+7.8% |
| Admin fee / account holder | $123 | $4,927-97.5% | $8,175-98.5% | $4,297-97.1% |