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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 | $15,334 | $72,177-78.8% | $115,038-86.7% | $59,633-74.3% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -0.04% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,875 | $2,841-34.0% | $4,608-59.3% | $2,203-14.9% |
| Participant deferral / active EE | $2,381 | $4,783-50.2% | $6,026-60.5% | $3,192-25.4% |
| Admin fee / account holder | $12 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |