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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 | $15,449 | $56,197-72.5% | $67,652-77.2% | $59,633-74.1% |
| Participation rate | 58.3% | 71.5%-13.1pp | 75.7%-17.3pp | 68.7%-10.3pp |
| Annual return | 5.74% | 18508.10%-18502.4pp | 6625.40%-6619.7pp | 2041.45%-2035.7pp |
| Employer contribution / active EE | $1,507 | $1,615-6.7% | $2,266-33.5% | $2,203-31.6% |
| Participant deferral / active EE | $2,122 | $2,844-25.4% | $3,560-40.4% | $3,192-33.5% |
| Admin fee / account holder | $161 | $3,958-95.9% | $4,821-96.7% | $4,297-96.3% |