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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 | $6,134 | $65,712-90.7% | $57,196-89.3% | $273,972-97.8% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 18.35% | 22.01%-3.7pp | 14.59%+3.8pp | 41.46%-23.1pp |
| Employer contribution / active EE | $958 | $3,280-70.8% | $2,683-64.3% | $4,869-80.3% |
| Participant deferral / active EE | $2,801 | $3,782-25.9% | $3,096-9.5% | $5,287-47.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |