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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 | $8,138 | $53,774-84.9% | $134,162-93.9% | $79,852-89.8% |
| Participation rate | 45.7% | 58.8%-13.1pp | 72.2%-26.5pp | 69.6%-23.9pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,329 | $1,322+0.5% | $3,705-64.1% | $2,471-46.2% |
| Participant deferral / active EE | $2,159 | $2,420-10.8% | $3,500-38.3% | $3,740-42.3% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |