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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 | $16,779 | $52,836-68.2% | $105,738-84.1% | $64,173-73.9% |
| Participation rate | 65.9% | 66.5%-0.7pp | 76.3%-10.5pp | 69.6%-3.7pp |
| Annual return | 0.65% | 14.30%-13.6pp | 6.27%-5.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,029 | $1,827-43.7% | $3,268-68.5% | $2,381-56.8% |
| Participant deferral / active EE | $2,357 | $2,545-7.4% | $4,080-42.2% | $3,470-32.1% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |