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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 | $13,753 | $67,602-79.7% | $82,312-83.3% | $70,126-80.4% |
| Participation rate | 42.5% | 72.8%-30.3pp | 76.9%-34.4pp | 69.5%-27.0pp |
| Annual return | 20.34% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $956 | $1,755-45.5% | $2,428-60.6% | $2,343-59.2% |
| Participant deferral / active EE | $1,617 | $2,987-45.9% | $3,706-56.4% | $3,332-51.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |