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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 | $11,068 | $81,487-86.4% | $102,412-89.2% | $80,935-86.3% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,634 | $3,103-47.3% | $3,870-57.8% | $2,757-40.7% |
| Participant deferral / active EE | $2,786 | $3,871-28.0% | $5,060-44.9% | $4,299-35.2% |
| Admin fee / account holder | $178 | $6,717-97.3% | $8,388-97.9% | $6,924-97.4% |