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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 | $17,774 | $138,312-87.1% | $122,979-85.5% | $155,188-88.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 0.00% | 22.06%-22.1pp | 20.12%-20.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,269 | $3,530-64.1% | $3,062-58.6% | $4,248-70.1% |
| Participant deferral / active EE | $3,269 | $5,592-41.6% | $5,003-34.7% | $6,531-50.0% |
| Admin fee / account holder | $105 | $15,089-99.3% | $12,864-99.2% | $14,480-99.3% |