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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 | $11,717 | $93,064-87.4% | $74,577-84.3% | $273,972-95.7% |
| Participation rate | 45.5% | 74.9%-29.5pp | 68.1%-22.7pp | 83.0%-37.6pp |
| Annual return | 14.34% | 26.18%-11.8pp | 20.47%-6.1pp | 41.46%-27.1pp |
| Employer contribution / active EE | $421 | $3,160-86.7% | $2,525-83.3% | $4,869-91.3% |
| Participant deferral / active EE | $2,402 | $4,160-42.3% | $3,458-30.5% | $5,287-54.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |