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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 | $21,589 | $127,100-83.0% | $105,738-79.6% | $135,379-84.1% |
| Participation rate | 69.2% | 82.7%-13.5pp | 76.3%-7.1pp | 82.6%-13.4pp |
| Annual return | -4.32% | 4.49%-8.8pp | 6.27%-10.6pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,042 | $4,107-74.6% | $3,268-68.1% | $4,779-78.2% |
| Participant deferral / active EE | $2,768 | $5,064-45.4% | $4,080-32.2% | $5,609-50.7% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |