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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 | $11,174 | $51,083-78.1% | $70,548-84.2% | $71,495-84.4% |
| Participation rate | 13.3% | 59.4%-46.1pp | 68.3%-55.1pp | 67.9%-54.7pp |
| Annual return | 28.74% | 42.64%-13.9pp | 32.78%-4.0pp | 28.85%-0.1pp |
| Employer contribution / active EE | $588 | $1,791-67.2% | $2,975-80.2% | $2,589-77.3% |
| Participant deferral / active EE | $1,164 | $3,028-61.5% | $4,567-74.5% | $4,291-72.9% |
| Admin fee / account holder | $0 | $1,995-100.0% | $6,424-100.0% | $1,588-100.0% |