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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 | $79,189-59.8% | $102,457-68.9% | $74,400-57.2% |
| Participation rate | 47.5% | 74.8%-27.3pp | 76.5%-29.0pp | 67.2%-19.8pp |
| Annual return | 17.62% | 54.98%-37.4pp | 29.41%-11.8pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $2,172 | $2,362-8.1% | $3,022-28.1% | $2,624-17.2% |
| Participant deferral / active EE | $2,698 | $4,415-38.9% | $5,054-46.6% | $4,348-38.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |