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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 | $7,987 | $63,861-87.5% | $104,639-92.4% | $79,856-90.0% |
| Participation rate | 62.5% | 64.9%-2.4pp | 74.1%-11.6pp | 69.6%-7.1pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.67%-340.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,634 | $1,588+2.9% | $2,682-39.1% | $2,471-33.9% |
| Participant deferral / active EE | $2,888 | $2,693+7.2% | $3,738-22.7% | $3,741-22.8% |
| Admin fee / account holder | $72 | $4,185-98.3% | $6,465-98.9% | $5,306-98.6% |