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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 | $14,918 | $88,707-83.2% | $74,184-79.9% | $273,972-94.6% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.6%-38.2pp | 83.0%-44.6pp |
| Annual return | 9.64% | 11.94%-2.3pp | 17.74%-8.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $527 | $3,159-83.3% | $2,370-77.8% | $4,869-89.2% |
| Participant deferral / active EE | $2,973 | $4,212-29.4% | $3,550-16.2% | $5,287-43.8% |
| Admin fee / account holder | $10 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |