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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 | $6,389 | $111,814-94.3% | $103,378-93.8% | $145,978-95.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,173 | $4,215-72.2% | $3,870-69.7% | $4,662-74.8% |
| Participant deferral / active EE | $3,084 | $5,618-45.1% | $5,058-39.0% | $6,690-53.9% |
| Admin fee / account holder | $98 | $9,764-99.0% | $8,401-98.8% | $13,400-99.3% |