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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 | $5,526 | $105,623-94.8% | $87,502-93.7% | $273,972-98.0% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 8.75% | 12.26%-3.5pp | 12.21%-3.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,723 | $3,141-45.1% | $2,550-32.4% | $4,869-64.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $55 | $4,781-98.9% | $4,221-98.7% | $10,133-99.5% |