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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 | $13,621 | $93,346-85.4% | $71,796-81.0% | $273,972-95.0% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | 23.61% | 130.39%-106.8pp | 78.04%-54.4pp | 41.46%-17.8pp |
| Employer contribution / active EE | $1,035 | $2,733-62.1% | $1,924-46.2% | $4,869-78.7% |
| Participant deferral / active EE | $2,872 | $3,475-17.4% | $2,794+2.8% | $5,287-45.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |