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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 | $8,974 | $49,025-81.7% | $87,502-89.7% | $62,881-85.7% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.8%-23.8pp | 69.3%-19.3pp |
| Annual return | 30.22% | 10.02%+20.2pp | 12.21%+18.0pp | 20.14%+10.1pp |
| Employer contribution / active EE | $1,165 | $1,372-15.1% | $2,550-54.3% | $2,281-48.9% |
| Participant deferral / active EE | $2,113 | $2,289-7.7% | $3,149-32.9% | $3,203-34.0% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |