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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 | $17,944 | $176,838-89.9% | $146,685-87.8% | $167,518-89.3% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.67% | 24.04%-8.4pp | 22.75%-7.1pp | 478.71%-463.0pp |
| Employer contribution / active EE | $2,995 | $5,161-42.0% | $4,137-27.6% | $4,838-38.1% |
| Participant deferral / active EE | $4,819 | $6,441-25.2% | $5,507-12.5% | $6,342-24.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |