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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 | $9,898 | $99,345-90.0% | $84,753-88.3% | $273,972-96.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.90% | 22.93%-13.0pp | 22.78%-12.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $676 | $4,214-84.0% | $3,574-81.1% | $4,869-86.1% |
| Participant deferral / active EE | $1,751 | $4,270-59.0% | $3,712-52.8% | $5,287-66.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |