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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 | $6,394 | $47,848-86.6% | $81,473-92.2% | $70,126-90.9% |
| Participation rate | 58.0% | 58.3%-0.3pp | 68.0%-10.0pp | 69.5%-11.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,183 | $1,527-22.5% | $2,568-53.9% | $2,343-49.5% |
| Participant deferral / active EE | $1,559 | $2,453-36.5% | $3,537-55.9% | $3,332-53.2% |
| Admin fee / account holder | $34 | $3,145-98.9% | $4,561-99.2% | $4,645-99.3% |