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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 | $12,874 | $60,349-78.7% | $74,184-82.6% | $62,881-79.5% |
| Participation rate | 43.1% | 72.7%-29.6pp | 76.6%-33.5pp | 69.3%-26.2pp |
| Annual return | 9.37% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $823 | $1,680-51.0% | $2,370-65.3% | $2,281-63.9% |
| Participant deferral / active EE | $1,406 | $2,856-50.8% | $3,550-60.4% | $3,203-56.1% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |