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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 | $11,049 | $45,082-75.5% | $69,464-84.1% | $72,975-84.9% |
| Participation rate | 68.0% | 68.5%-0.5pp | 74.6%-6.6pp | 69.5%-1.5pp |
| Annual return | 22.11% | 22.66%-0.5pp | 28.98%-6.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $856 | $2,055-58.4% | $2,779-69.2% | $2,440-64.9% |
| Participant deferral / active EE | $1,422 | $2,604-45.4% | $3,536-59.8% | $3,608-60.6% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |