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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 | $8,284 | $72,027-88.5% | $185,835-95.5% | $79,852-89.6% |
| Participation rate | 26.1% | 65.8%-39.7pp | 78.0%-52.0pp | 69.6%-43.6pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,945 | $3,780-48.5% | $5,633-65.5% | $3,740-48.0% |
| Admin fee / account holder | $278 | $4,513-93.8% | $9,502-97.1% | $5,306-94.8% |