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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 | $8,363 | $48,078-82.6% | $78,676-89.4% | $62,881-86.7% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.6%-11.1pp | 69.3%-6.8pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,197 | $2,015-40.6% | $2,850-58.0% | $2,281-47.5% |
| Participant deferral / active EE | $4,044 | $2,587+56.3% | $3,517+15.0% | $3,203+26.2% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |