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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 | $13,718 | $126,661-89.2% | $113,397-87.9% | $138,895-90.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 21.22% | 25.05%-3.8pp | 23.20%-2.0pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,298 | $3,456-62.4% | $2,977-56.4% | $4,194-69.0% |
| Participant deferral / active EE | $1,986 | $5,693-65.1% | $5,076-60.9% | $6,396-69.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |