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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 | $7,733 | $215,361-96.4% | $171,082-95.5% | $273,972-97.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 13.47% | 25.14%-11.7pp | 32.56%-19.1pp | 41.46%-28.0pp |
| Employer contribution / active EE | $759 | $4,967-84.7% | $4,002-81.0% | $4,869-84.4% |
| Participant deferral / active EE | $1,639 | $5,543-70.4% | $4,797-65.8% | $5,287-69.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |