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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 | $16,322 | $96,558-83.1% | $80,977-79.8% | $273,972-94.0% |
| Participation rate | 58.3% | 79.1%-20.7pp | 75.8%-17.5pp | 83.0%-24.7pp |
| Annual return | 10.11% | 15.14%-5.0pp | 17.11%-7.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $899 | $4,869-81.5% | $3,715-75.8% | $4,869-81.5% |
| Participant deferral / active EE | $1,837 | $6,598-72.2% | $5,696-67.7% | $5,287-65.3% |
| Admin fee / account holder | $51 | $7,493-99.3% | $5,517-99.1% | $10,133-99.5% |