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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 | $19,800 | $72,273-72.6% | $101,275-80.4% | $79,856-75.2% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 13.53% | 22.30%-8.8pp | 46.48%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,138 | $2,691-57.7% | $3,660-68.9% | $2,471-54.0% |
| Participant deferral / active EE | $2,361 | $3,282-28.1% | $4,371-46.0% | $3,741-36.9% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |