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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 | $7,183 | $88,707-91.9% | $74,184-90.3% | $273,972-97.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 10.23% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,042 | $3,159-67.0% | $2,370-56.0% | $4,869-78.6% |
| Participant deferral / active EE | $1,276 | $4,212-69.7% | $3,550-64.0% | $5,287-75.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |