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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 | $6,279 | $65,712-90.4% | $57,196-89.0% | $273,972-97.7% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 16.10% | 22.01%-5.9pp | 14.59%+1.5pp | 41.46%-25.4pp |
| Employer contribution / active EE | $308 | $3,280-90.6% | $2,683-88.5% | $4,869-93.7% |
| Participant deferral / active EE | $2,526 | $3,782-33.2% | $3,096-18.4% | $5,287-52.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |