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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 | $10,184 | $135,956-92.5% | $123,894-91.8% | $273,972-96.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 12.86% | 56.63%-43.8pp | 47.52%-34.7pp | 41.46%-28.6pp |
| Employer contribution / active EE | $904 | $5,170-82.5% | $4,617-80.4% | $4,869-81.4% |
| Participant deferral / active EE | $2,657 | $6,343-58.1% | $5,984-55.6% | $5,287-49.7% |
| Admin fee / account holder | $117 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |