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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 | $17,374 | $69,977-75.2% | $108,582-84.0% | $62,881-72.4% |
| Participation rate | 68.8% | 72.9%-4.1pp | 79.6%-10.8pp | 69.3%-0.6pp |
| Annual return | 9.25% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,037 | $2,135-51.4% | $3,758-72.4% | $2,281-54.5% |
| Participant deferral / active EE | $2,176 | $3,165-31.3% | $4,311-49.5% | $3,203-32.1% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |