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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 | $6,840 | $49,280-86.1% | $67,313-89.8% | $64,173-89.3% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.1%-35.7pp | 69.6%-36.2pp |
| Annual return | 10.44% | -1.39%+11.8pp | -4.08%+14.5pp | 7.63%+2.8pp |
| Employer contribution / active EE | $560 | $1,668-66.4% | $2,566-78.2% | $2,381-76.5% |
| Participant deferral / active EE | $1,155 | $2,484-53.5% | $3,568-67.6% | $3,470-66.7% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |