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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 | $8,487 | $67,411-87.4% | $91,004-90.7% | $70,124-87.9% |
| Participation rate | 38.7% | 71.4%-32.7pp | 75.6%-36.9pp | 69.5%-30.8pp |
| Annual return | 24.76% | -40.16%+64.9pp | 4.60%+20.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,247 | $1,786-30.2% | $2,456-49.2% | $2,342-46.8% |
| Participant deferral / active EE | $1,858 | $2,823-34.2% | $3,548-47.6% | $3,332-44.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |