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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 | $10,163 | $105,623-90.4% | $87,502-88.4% | $273,972-96.3% |
| Participation rate | 47.8% | 78.2%-30.4pp | 73.8%-26.0pp | 83.0%-35.2pp |
| Annual return | 13.28% | 12.26%+1.0pp | 12.21%+1.1pp | 41.46%-28.2pp |
| Employer contribution / active EE | $912 | $3,141-71.0% | $2,550-64.2% | $4,869-81.3% |
| Participant deferral / active EE | $1,294 | $3,601-64.1% | $3,149-58.9% | $5,287-75.5% |
| Admin fee / account holder | $10 | $4,781-99.8% | $4,221-99.8% | $10,133-99.9% |