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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 | $7,032 | $52,911-86.7% | $73,309-90.4% | $59,633-88.2% |
| Participation rate | 34.0% | 68.2%-34.2pp | 74.9%-40.9pp | 68.7%-34.6pp |
| Annual return | 10.48% | 12.20%-1.7pp | 5.67%+4.8pp | 2041.45%-2031.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,375 | $4,069-41.6% | $4,991-52.4% | $3,192-25.6% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |