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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 | $9,716 | $71,878-86.5% | $86,698-88.8% | $68,486-85.8% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,095 | $2,173-49.6% | $2,837-61.4% | $2,597-57.8% |
| Participant deferral / active EE | $2,964 | $3,779-21.6% | $4,656-36.3% | $4,028-26.4% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |