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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 | $6,004 | $72,273-91.7% | $101,275-94.1% | $79,856-92.5% |
| Participation rate | 68.8% | 68.5%+0.3pp | 75.8%-7.1pp | 69.6%-0.9pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,330 | $2,691-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $2,825 | $3,282-13.9% | $4,371-35.4% | $3,741-24.5% |
| Admin fee / account holder | $29 | $4,401-99.3% | $5,948-99.5% | $5,306-99.5% |