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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 | $87,180-82.6% | $173,703-91.3% | $94,015-83.9% |
| Participation rate | 42.9% | 65.6%-22.8pp | 75.9%-33.1pp | 70.8%-28.0pp |
| Annual return | 33.04% | 14.17%+18.9pp | 17.46%+15.6pp | 17.84%+15.2pp |
| Employer contribution / active EE | $1,167 | $2,494-53.2% | $4,288-72.8% | $2,790-58.2% |
| Participant deferral / active EE | $2,375 | $3,343-28.9% | $4,854-51.1% | $4,249-44.1% |
| Admin fee / account holder | $0 | $7,506-100.0% | $15,562-100.0% | $8,951-100.0% |