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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 | $12,643 | $96,956-87.0% | $69,779-81.9% | $273,972-95.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 16.66% | 12.93%+3.7pp | 12.99%+3.7pp | 41.46%-24.8pp |
| Employer contribution / active EE | $867 | $3,316-73.9% | $2,338-62.9% | $4,869-82.2% |
| Participant deferral / active EE | $3,508 | $3,744-6.3% | $2,931+19.7% | $5,287-33.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |