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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 | $15,236 | $117,846-87.1% | $102,434-85.1% | $145,884-89.6% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 16.57% | 31.90%-15.3pp | 29.46%-12.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $962 | $3,615-73.4% | $3,023-68.2% | $4,662-79.4% |
| Participant deferral / active EE | $1,838 | $5,733-67.9% | $5,055-63.6% | $6,690-72.5% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |