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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 | $18,652 | $113,941-83.6% | $94,229-80.2% | $125,389-85.1% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -1.50% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,872 | $4,727-60.4% | $3,587-47.8% | $4,866-61.5% |
| Participant deferral / active EE | $1,872 | $5,179-63.8% | $4,320-56.7% | $5,352-65.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |