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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 | $10,689 | $41,377-74.2% | $109,313-90.2% | $62,881-83.0% |
| Participation rate | 40.7% | 57.5%-16.8pp | 71.3%-30.5pp | 69.3%-28.6pp |
| Annual return | 14.44% | 11.05%+3.4pp | 22.07%-7.6pp | 20.14%-5.7pp |
| Employer contribution / active EE | $755 | $1,276-40.8% | $3,892-80.6% | $2,281-66.9% |
| Participant deferral / active EE | $1,623 | $2,045-20.6% | $3,166-48.7% | $3,203-49.3% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |