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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 | $7,962 | $135,956-94.1% | $123,894-93.6% | $273,972-97.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 17.75% | 56.63%-38.9pp | 47.52%-29.8pp | 41.46%-23.7pp |
| Employer contribution / active EE | $957 | $5,170-81.5% | $4,617-79.3% | $4,869-80.3% |
| Participant deferral / active EE | $2,753 | $6,343-56.6% | $5,984-54.0% | $5,287-47.9% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,133-99.8% |