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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 | $15,586 | $105,623-85.2% | $87,502-82.2% | $273,972-94.3% |
| Participation rate | 30.0% | 78.2%-48.2pp | 73.8%-43.8pp | 83.0%-53.0pp |
| Annual return | 11.05% | 12.26%-1.2pp | 12.21%-1.2pp | 41.46%-30.4pp |
| Employer contribution / active EE | $538 | $3,141-82.9% | $2,550-78.9% | $4,869-89.0% |
| Participant deferral / active EE | $1,058 | $3,601-70.6% | $3,149-66.4% | $5,287-80.0% |
| Admin fee / account holder | $31 | $4,781-99.3% | $4,221-99.3% | $10,133-99.7% |