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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 | $8,488 | $86,940-90.2% | $102,434-91.7% | $80,935-89.5% |
| Participation rate | 54.3% | 72.4%-18.1pp | 76.5%-22.2pp | 67.7%-13.4pp |
| Annual return | 23.15% | 18.89%+4.3pp | 29.46%-6.3pp | 35.66%-12.5pp |
| Employer contribution / active EE | $983 | $2,370-58.5% | $3,023-67.5% | $2,757-64.3% |
| Participant deferral / active EE | $2,245 | $4,121-45.5% | $5,055-55.6% | $4,299-47.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |