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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 | $7,563 | $58,512-87.1% | $84,020-91.0% | $72,983-89.6% |
| Participation rate | 63.5% | 61.2%+2.2pp | 69.0%-5.6pp | 69.5%-6.0pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,278 | $1,163+9.9% | $1,984-35.6% | $2,440-47.6% |
| Participant deferral / active EE | $3,330 | $2,394+39.1% | $3,239+2.8% | $3,608-7.7% |
| Admin fee / account holder | $16 | $4,569-99.7% | $6,101-99.7% | $5,124-99.7% |