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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 | $16,263 | $117,846-86.2% | $102,434-84.1% | $145,884-88.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 16.18% | 31.90%-15.7pp | 29.46%-13.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,528 | $3,615-57.7% | $3,023-49.5% | $4,662-67.2% |
| Participant deferral / active EE | $2,190 | $5,733-61.8% | $5,055-56.7% | $6,690-67.3% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |