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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 | $27,017 | $162,821-83.4% | $133,978-79.8% | $158,982-83.0% |
| Participation rate | 35.7% | 83.2%-47.5pp | 79.8%-44.1pp | 82.0%-46.3pp |
| Annual return | 9.92% | 41.95%-32.0pp | 45.10%-35.2pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,050 | $4,976-78.9% | $3,919-73.2% | $4,763-78.0% |
| Participant deferral / active EE | $2,742 | $5,910-53.6% | $5,047-45.7% | $5,983-54.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |