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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 | $11,905 | $90,486-86.8% | $78,676-84.9% | $273,972-95.7% |
| Participation rate | 30.4% | 76.5%-46.1pp | 73.6%-43.1pp | 83.0%-52.6pp |
| Annual return | 9.71% | 75.62%-65.9pp | 62.19%-52.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $233 | $3,175-92.7% | $2,850-91.8% | $4,869-95.2% |
| Participant deferral / active EE | $2,166 | $3,901-44.5% | $3,517-38.4% | $5,287-59.0% |
| Admin fee / account holder | $117 | $5,263-97.8% | $4,510-97.4% | $10,133-98.8% |