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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 | $21,785 | $80,992-73.1% | $96,534-77.4% | $75,173-71.0% |
| Participation rate | 63.0% | 71.8%-8.8pp | 76.0%-13.0pp | 67.2%-4.2pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,197 | $2,283-3.8% | $2,965-25.9% | $2,671-17.7% |
| Participant deferral / active EE | $6,417 | $3,929+63.3% | $4,851+32.3% | $4,126+55.5% |
| Admin fee / account holder | $33 | $6,717-99.5% | $8,253-99.6% | $5,651-99.4% |