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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 | $16,499 | $73,978-77.7% | $96,515-82.9% | $75,173-78.1% |
| Participation rate | 68.0% | 66.4%+1.6pp | 74.3%-6.3pp | 67.2%+0.8pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,197 | $2,931-25.0% | $3,740-41.2% | $2,671-17.7% |
| Participant deferral / active EE | $3,012 | $3,660-17.7% | $4,880-38.3% | $4,126-27.0% |
| Admin fee / account holder | $7 | $5,219-99.9% | $6,735-99.9% | $5,651-99.9% |