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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 | $30,144 | $153,769-80.4% | $133,975-77.5% | $273,972-89.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 14.84% | 36.51%-21.7pp | 29.29%-14.5pp | 41.46%-26.6pp |
| Employer contribution / active EE | $1,759 | $6,029-70.8% | $5,211-66.2% | $4,869-63.9% |
| Participant deferral / active EE | $6,701 | $6,958-3.7% | $6,282+6.7% | $5,287+26.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |