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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 | $5,130 | $93,064-94.5% | $74,577-93.1% | $273,972-98.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 10.38% | 26.18%-15.8pp | 20.47%-10.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $555 | $3,160-82.4% | $2,525-78.0% | $4,869-88.6% |
| Participant deferral / active EE | $693 | $4,160-83.3% | $3,458-80.0% | $5,287-86.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |