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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 | $12,067 | $96,956-87.6% | $69,779-82.7% | $273,972-95.6% |
| Participation rate | 42.9% | 77.1%-34.2pp | 71.8%-29.0pp | 83.0%-40.2pp |
| Annual return | 8.69% | 12.93%-4.2pp | 12.99%-4.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $783 | $3,316-76.4% | $2,338-66.5% | $4,869-83.9% |
| Participant deferral / active EE | $977 | $3,744-73.9% | $2,931-66.7% | $5,287-81.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |