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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 | $31,824 | $79,209-59.8% | $102,434-68.9% | $74,459-57.3% |
| Participation rate | 47.5% | 74.8%-27.3pp | 76.5%-29.1pp | 67.2%-19.8pp |
| Annual return | 17.62% | 54.98%-37.4pp | 29.46%-11.8pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $2,172 | $2,362-8.1% | $3,023-28.2% | $2,626-17.3% |
| Participant deferral / active EE | $2,698 | $4,417-38.9% | $5,055-46.6% | $4,350-38.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |