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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 | $11,896 | $59,839-80.1% | $81,988-85.5% | $79,858-85.1% |
| Participation rate | 29.4% | 61.6%-32.2pp | 69.3%-39.8pp | 69.6%-40.2pp |
| Annual return | 45.18% | 17.56%+27.6pp | 41.31%+3.9pp | 31.72%+13.5pp |
| Employer contribution / active EE | $885 | $1,713-48.3% | $2,498-64.6% | $2,471-64.2% |
| Participant deferral / active EE | $1,119 | $2,695-58.5% | $3,722-69.9% | $3,740-70.1% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |