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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 | $18,941 | $105,623-82.1% | $87,502-78.4% | $273,972-93.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 7.25% | 12.26%-5.0pp | 12.21%-5.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $319 | $3,141-89.8% | $2,550-87.5% | $4,869-93.4% |
| Participant deferral / active EE | $406 | $3,601-88.7% | $3,149-87.1% | $5,287-92.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |