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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 | $15,165 | $81,403-81.4% | $147,027-89.7% | $87,485-82.7% |
| Participation rate | 42.9% | 63.4%-20.6pp | 73.7%-30.9pp | 68.9%-26.1pp |
| Annual return | 33.04% | 16.51%+16.5pp | 20.23%+12.8pp | 26.06%+7.0pp |
| Employer contribution / active EE | $1,167 | $2,205-47.1% | $3,626-67.8% | $2,596-55.0% |
| Participant deferral / active EE | $2,375 | $3,315-28.4% | $4,933-51.9% | $4,274-44.4% |
| Admin fee / account holder | $0 | $6,755-100.0% | $12,223-100.0% | $7,775-100.0% |