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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 | $12,699 | $101,063-87.4% | $81,473-84.4% | $147,586-91.4% |
| Participation rate | 46.2% | 74.5%-28.3pp | 68.0%-21.8pp | 82.8%-36.7pp |
| Annual return | 30.71% | 32.41%-1.7pp | 38.78%-8.1pp | 578.59%-547.9pp |
| Employer contribution / active EE | $940 | $3,206-70.7% | $2,568-63.4% | $4,876-80.7% |
| Participant deferral / active EE | $2,303 | $4,242-45.7% | $3,537-34.9% | $5,439-57.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |