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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 | $16,027 | $76,551-79.1% | $123,894-87.1% | $62,881-74.5% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 30.79% | 18.68%+12.1pp | 47.52%-16.7pp | 20.14%+10.6pp |
| Employer contribution / active EE | $1,188 | $2,882-58.8% | $4,617-74.3% | $2,281-47.9% |
| Participant deferral / active EE | $2,249 | $4,840-53.5% | $5,984-62.4% | $3,203-29.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |