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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 | $18,293 | $215,361-91.5% | $171,082-89.3% | $273,972-93.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 14.14% | 25.14%-11.0pp | 32.56%-18.4pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,423 | $4,967-71.3% | $4,002-64.4% | $4,869-70.8% |
| Participant deferral / active EE | $1,970 | $5,543-64.5% | $4,797-58.9% | $5,287-62.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |