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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 | $15,431 | $222,882-93.1% | $182,153-91.5% | $198,609-92.2% |
| Participation rate | 66.7% | 67.8%-1.1pp | 65.7%+0.9pp | 82.4%-15.7pp |
| Annual return | 12.50% | 38.53%-26.0pp | 35.04%-22.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $817 | $2,741-70.2% | $2,593-68.5% | $5,055-83.8% |
| Participant deferral / active EE | $1,318 | $4,212-68.7% | $3,776-65.1% | $6,977-81.1% |
| Admin fee / account holder | $6 | $8,972-99.9% | $9,477-99.9% | $19,030-100.0% |