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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 | $22,137 | $162,785-86.4% | $133,959-83.5% | $158,950-86.1% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 35.72% | 41.94%-6.2pp | 45.09%-9.4pp | 302.91%-267.2pp |
| Employer contribution / active EE | $1,513 | $4,975-69.6% | $3,919-61.4% | $4,762-68.2% |
| Participant deferral / active EE | $4,771 | $5,910-19.3% | $5,047-5.5% | $5,983-20.2% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |