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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 | $8,706 | $56,110-84.5% | $94,993-90.8% | $70,126-87.6% |
| Participation rate | 68.7% | 65.0%+3.7pp | 73.9%-5.2pp | 69.5%-0.9pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.14%-27.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,268 | $1,442-12.1% | $2,603-51.3% | $2,343-45.9% |
| Participant deferral / active EE | $2,122 | $2,391-11.2% | $3,317-36.0% | $3,332-36.3% |
| Admin fee / account holder | $58 | $3,456-98.3% | $4,960-98.8% | $4,645-98.8% |