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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 | $9,893 | $60,349-83.6% | $74,184-86.7% | $62,881-84.3% |
| Participation rate | 44.0% | 72.7%-28.7pp | 76.6%-32.6pp | 69.3%-25.3pp |
| Annual return | 8.42% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $589 | $1,680-64.9% | $2,370-75.1% | $2,281-74.2% |
| Participant deferral / active EE | $1,298 | $2,856-54.6% | $3,550-63.4% | $3,203-59.5% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |