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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 | $9,264 | $65,685-85.9% | $57,181-83.8% | $273,965-96.6% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 9.29% | 21.99%-12.7pp | 14.59%-5.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,050 | $3,279-68.0% | $2,682-60.9% | $4,869-78.4% |
| Participant deferral / active EE | $1,459 | $3,781-61.4% | $3,096-52.9% | $5,287-72.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |