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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 | $9,219 | $52,678-82.5% | $75,784-87.8% | $59,633-84.5% |
| Participation rate | 51.3% | 67.2%-15.9pp | 75.8%-24.5pp | 68.7%-17.4pp |
| Annual return | -1.04% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,723 | $2,193-21.4% | $3,323-48.2% | $2,203-21.8% |
| Participant deferral / active EE | $1,943 | $2,591-25.0% | $3,652-46.8% | $3,192-39.1% |
| Admin fee / account holder | $251 | $3,610-93.1% | $5,300-95.3% | $4,297-94.2% |