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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 | $15,423 | $93,598-83.5% | $135,974-88.7% | $75,173-79.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,056 | $3,538-70.2% | $4,859-78.3% | $2,671-60.5% |
| Participant deferral / active EE | $6,118 | $6,405-4.5% | $7,760-21.2% | $4,126+48.3% |
| Admin fee / account holder | $15 | $6,978-99.8% | $10,767-99.9% | $5,651-99.7% |