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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 | $7,338 | $63,082-88.4% | $81,726-91.0% | $79,856-90.8% |
| Participation rate | 51.6% | 67.5%-15.9pp | 72.0%-20.4pp | 69.6%-18.0pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,180 | $1,795-34.3% | $4,311-72.6% | $2,471-52.3% |
| Participant deferral / active EE | $2,094 | $2,780-24.7% | $7,108-70.5% | $3,741-44.0% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |