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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 | $21,168 | $127,387-83.4% | $115,038-81.6% | $125,389-83.1% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 17.34% | 31.28%-13.9pp | 26.14%-8.8pp | 282.24%-264.9pp |
| Employer contribution / active EE | $993 | $5,166-80.8% | $4,608-78.4% | $4,866-79.6% |
| Participant deferral / active EE | $4,414 | $6,423-31.3% | $6,026-26.8% | $5,352-17.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |