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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 | $10,228 | $80,992-87.4% | $96,534-89.4% | $75,173-86.4% |
| Participation rate | 53.1% | 71.8%-18.7pp | 76.0%-22.9pp | 67.2%-14.1pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,086 | $2,283-52.4% | $2,965-63.4% | $2,671-59.3% |
| Participant deferral / active EE | $2,084 | $3,929-47.0% | $4,851-57.0% | $4,126-49.5% |
| Admin fee / account holder | $66 | $6,717-99.0% | $8,253-99.2% | $5,651-98.8% |