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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 | $8,315 | $87,546-90.5% | $75,784-89.0% | $125,389-93.4% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,975 | $3,930-49.8% | $3,323-40.6% | $4,866-59.4% |
| Participant deferral / active EE | $4,910 | $4,230+16.1% | $3,652+34.4% | $5,352-8.3% |
| Admin fee / account holder | $14 | $6,503-99.8% | $5,300-99.7% | $9,541-99.9% |