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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 | $17,326 | $105,623-83.6% | $87,502-80.2% | $273,972-93.7% |
| Participation rate | 57.1% | 78.2%-21.0pp | 73.8%-16.7pp | 83.0%-25.9pp |
| Annual return | 8.38% | 12.26%-3.9pp | 12.21%-3.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $343 | $3,141-89.1% | $2,550-86.5% | $4,869-92.9% |
| Participant deferral / active EE | $1,170 | $3,601-67.5% | $3,149-62.8% | $5,287-77.9% |
| Admin fee / account holder | $35 | $4,781-99.3% | $4,221-99.2% | $10,133-99.7% |