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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 | $24,152 | $132,310-81.7% | $105,754-77.2% | $273,972-91.2% |
| Participation rate | 47.8% | 83.2%-35.4pp | 78.9%-31.1pp | 83.0%-35.2pp |
| Annual return | 10.03% | 10.08%0pp | 12.25%-2.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,896 | $4,867-61.0% | $4,079-53.5% | $4,869-61.0% |
| Participant deferral / active EE | $2,819 | $6,233-54.8% | $5,326-47.1% | $5,287-46.7% |
| Admin fee / account holder | $9 | $12,036-99.9% | $8,309-99.9% | $10,133-99.9% |