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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 | $8,617 | $88,707-90.3% | $74,184-88.4% | $273,972-96.9% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.6%-32.2pp | 83.0%-38.6pp |
| Annual return | 24.74% | 11.94%+12.8pp | 17.74%+7.0pp | 41.46%-16.7pp |
| Employer contribution / active EE | $870 | $3,159-72.5% | $2,370-63.3% | $4,869-82.1% |
| Participant deferral / active EE | $1,972 | $4,212-53.2% | $3,550-44.4% | $5,287-62.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |