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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 | $12,931 | $99,345-87.0% | $84,753-84.7% | $273,972-95.3% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 4.26% | 22.93%-18.7pp | 22.78%-18.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,183 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $1,414 | $4,270-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $50 | $6,645-99.2% | $5,333-99.1% | $10,133-99.5% |