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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 | $9,679 | $67,602-85.7% | $82,312-88.2% | $70,126-86.2% |
| Participation rate | 67.2% | 72.8%-5.6pp | 76.9%-9.7pp | 69.5%-2.4pp |
| Annual return | 16.94% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $981 | $1,755-44.1% | $2,428-59.6% | $2,343-58.1% |
| Participant deferral / active EE | $2,372 | $2,987-20.6% | $3,706-36.0% | $3,332-28.8% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |