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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 | $12,574 | $153,769-91.8% | $133,975-90.6% | $273,972-95.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 25.18% | 36.51%-11.3pp | 29.29%-4.1pp | 41.46%-16.3pp |
| Employer contribution / active EE | $1,403 | $6,029-76.7% | $5,211-73.1% | $4,869-71.2% |
| Participant deferral / active EE | $3,216 | $6,958-53.8% | $6,282-48.8% | $5,287-39.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |