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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 | $17,964 | $69,977-74.3% | $108,582-83.5% | $62,881-71.4% |
| Participation rate | 58.1% | 72.9%-14.8pp | 79.6%-21.5pp | 69.3%-11.2pp |
| Annual return | 10.13% | 10.73%-0.6pp | -51.70%+61.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,611 | $2,135-24.5% | $3,758-57.1% | $2,281-29.4% |
| Participant deferral / active EE | $2,427 | $3,165-23.3% | $4,311-43.7% | $3,203-24.2% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |