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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 | $17,997 | $215,361-91.6% | $171,082-89.5% | $273,972-93.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 7.51% | 25.14%-17.6pp | 32.56%-25.1pp | 41.46%-33.9pp |
| Employer contribution / active EE | $495 | $4,967-90.0% | $4,002-87.6% | $4,869-89.8% |
| Participant deferral / active EE | $1,504 | $5,543-72.9% | $4,797-68.6% | $5,287-71.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |