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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 | $11,091 | $72,272-84.7% | $101,264-89.0% | $79,858-86.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,080 | $2,692-22.7% | $3,660-43.2% | $2,471-15.8% |
| Participant deferral / active EE | $3,139 | $3,282-4.3% | $4,370-28.2% | $3,740-16.1% |
| Admin fee / account holder | $191 | $4,401-95.7% | $5,947-96.8% | $5,306-96.4% |