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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 | $13,451 | $135,956-90.1% | $123,894-89.1% | $273,972-95.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.71% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,071 | $5,170-79.3% | $4,617-76.8% | $4,869-78.0% |
| Participant deferral / active EE | $2,983 | $6,343-53.0% | $5,984-50.1% | $5,287-43.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |