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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 | $11,299 | $67,602-83.3% | $82,312-86.3% | $70,126-83.9% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,726 | $1,755-1.7% | $2,428-28.9% | $2,343-26.3% |
| Participant deferral / active EE | $4,496 | $2,987+50.5% | $3,706+21.3% | $3,332+34.9% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |