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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 | $12,607 | $211,288-94.0% | $178,540-92.9% | $145,884-91.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.10% | 30.27%-17.2pp | 27.15%-14.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,551 | $4,574-44.2% | $3,953-35.5% | $4,662-45.3% |
| Participant deferral / active EE | $2,551 | $6,967-63.4% | $6,281-59.4% | $6,690-61.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |