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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 | $8,837 | $50,947-82.7% | $74,551-88.1% | $64,173-86.2% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.1pp | 69.6%-7.5pp |
| Annual return | 1.30% | -1.85%+3.2pp | 32.53%-31.2pp | 7.63%-6.3pp |
| Employer contribution / active EE | $382 | $1,115-65.7% | $1,961-80.5% | $2,381-84.0% |
| Participant deferral / active EE | $1,681 | $2,302-27.0% | $3,108-45.9% | $3,470-51.6% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |