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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 | $4,683 | $65,712-92.9% | $57,196-91.8% | $273,972-98.3% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.3%-37.2pp | 83.0%-44.9pp |
| Annual return | 17.81% | 22.01%-4.2pp | 14.59%+3.2pp | 41.46%-23.6pp |
| Employer contribution / active EE | $367 | $3,280-88.8% | $2,683-86.3% | $4,869-92.5% |
| Participant deferral / active EE | $1,027 | $3,782-72.8% | $3,096-66.8% | $5,287-80.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |