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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 | $8,978 | $59,813-85.0% | $79,580-88.7% | $68,486-86.9% |
| Participation rate | 53.1% | 61.1%-7.9pp | 69.5%-16.4pp | 67.9%-14.8pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,838 | $1,505+22.1% | $2,413-23.9% | $2,597-29.2% |
| Participant deferral / active EE | $3,065 | $3,024+1.3% | $3,985-23.1% | $4,028-23.9% |
| Admin fee / account holder | $59 | $4,835-98.8% | $6,835-99.1% | $5,404-98.9% |