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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 | $11,920 | $113,941-89.5% | $94,228-87.3% | $125,388-90.5% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -1.78% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,065 | $4,727-77.5% | $3,587-70.3% | $4,866-78.1% |
| Participant deferral / active EE | $2,173 | $5,179-58.0% | $4,320-49.7% | $5,352-59.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |