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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 | $9,780 | $76,551-87.2% | $123,894-92.1% | $62,881-84.4% |
| Participation rate | 41.5% | 73.0%-31.5pp | 81.4%-39.9pp | 69.3%-27.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,058 | $2,882-63.3% | $4,617-77.1% | $2,281-53.6% |
| Participant deferral / active EE | $3,082 | $4,840-36.3% | $5,984-48.5% | $3,203-3.8% |
| Admin fee / account holder | $43 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |