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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 | $12,973 | $100,901-87.1% | $75,501-82.8% | $147,586-91.2% |
| Participation rate | 47.1% | 77.1%-30.1pp | 72.4%-25.3pp | 82.8%-35.8pp |
| Annual return | 37.96% | 35.78%+2.2pp | 27.35%+10.6pp | 578.59%-540.6pp |
| Employer contribution / active EE | $1,072 | $3,253-67.0% | $2,352-54.4% | $4,876-78.0% |
| Participant deferral / active EE | $4,226 | $4,027+4.9% | $3,142+34.5% | $5,439-22.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |