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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 | $13,325 | $69,977-81.0% | $108,582-87.7% | $62,881-78.8% |
| Participation rate | 48.1% | 72.9%-24.7pp | 79.6%-31.4pp | 69.3%-21.2pp |
| Annual return | 14.30% | 10.73%+3.6pp | -51.70%+66.0pp | 20.14%-5.8pp |
| Employer contribution / active EE | $1,844 | $2,135-13.6% | $3,758-50.9% | $2,281-19.1% |
| Participant deferral / active EE | $2,297 | $3,165-27.4% | $4,311-46.7% | $3,203-28.3% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |