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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 | $7,388 | $76,551-90.3% | $123,894-94.0% | $62,881-88.3% |
| Participation rate | 39.1% | 73.0%-33.9pp | 81.4%-42.3pp | 69.3%-30.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,345 | $2,882-53.3% | $4,617-70.9% | $2,281-41.0% |
| Participant deferral / active EE | $2,480 | $4,840-48.8% | $5,984-58.6% | $3,203-22.6% |
| Admin fee / account holder | $26 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |