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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 | $4,603 | $215,361-97.9% | $171,082-97.3% | $273,972-98.3% |
| Participation rate | 54.5% | 82.0%-27.5pp | 76.7%-22.1pp | 83.0%-28.5pp |
| Annual return | 21.91% | 25.14%-3.2pp | 32.56%-10.7pp | 41.46%-19.5pp |
| Employer contribution / active EE | $664 | $4,967-86.6% | $4,002-83.4% | $4,869-86.4% |
| Participant deferral / active EE | $1,512 | $5,543-72.7% | $4,797-68.5% | $5,287-71.4% |
| Admin fee / account holder | $134 | $10,846-98.8% | $8,520-98.4% | $10,133-98.7% |