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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 | $8,574 | $99,032-91.3% | $80,022-89.3% | $135,379-93.7% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 2.83% | 15.39%-12.6pp | 11.22%-8.4pp | 519.79%-517.0pp |
| Employer contribution / active EE | $1,811 | $3,043-40.5% | $2,468-26.6% | $4,779-62.1% |
| Participant deferral / active EE | $2,996 | $4,282-30.0% | $3,686-18.7% | $5,609-46.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |