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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 | $15,850 | $71,878-77.9% | $86,698-81.7% | $68,486-76.9% |
| Participation rate | 54.9% | 72.2%-17.3pp | 76.6%-21.6pp | 67.9%-12.9pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,136 | $2,173-47.7% | $2,837-60.0% | $2,597-56.3% |
| Participant deferral / active EE | $2,867 | $3,779-24.1% | $4,656-38.4% | $4,028-28.8% |
| Admin fee / account holder | $226 | $6,113-96.3% | $7,493-97.0% | $5,404-95.8% |