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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 | $8,973 | $63,114-85.8% | $92,903-90.3% | $65,185-86.2% |
| Participation rate | 54.4% | 68.8%-14.4pp | 76.0%-21.6pp | 70.2%-15.8pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.43%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,101 | $2,571-57.2% | $3,653-69.9% | $2,177-49.4% |
| Participant deferral / active EE | $1,886 | $3,108-39.3% | $4,238-55.5% | $3,514-46.3% |
| Admin fee / account holder | $90 | $624-85.6% | $5,795-98.5% | $847-89.4% |