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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 | $18,927 | $135,956-86.1% | $123,894-84.7% | $273,972-93.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 16.79% | 56.63%-39.8pp | 47.52%-30.7pp | 41.46%-24.7pp |
| Employer contribution / active EE | $2,857 | $5,170-44.7% | $4,617-38.1% | $4,869-41.3% |
| Participant deferral / active EE | $2,995 | $6,343-52.8% | $5,984-50.0% | $5,287-43.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |