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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 | $9,092 | $103,949-91.3% | $69,182-86.9% | $273,972-96.7% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 15.19% | 35.28%-20.1pp | -21.93%+37.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,446 | $1,783-18.9% | $1,206+19.9% | $4,869-70.3% |
| Participant deferral / active EE | $1,664 | $2,716-38.8% | $1,897-12.3% | $5,287-68.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |