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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 | $15,016 | $232,540-93.5% | $185,117-91.9% | $147,586-89.8% |
| Participation rate | 47.4% | 82.4%-35.0pp | 77.3%-29.9pp | 82.8%-35.5pp |
| Annual return | 26.78% | 43.03%-16.3pp | 40.50%-13.7pp | 578.59%-551.8pp |
| Employer contribution / active EE | $1,343 | $5,195-74.1% | $4,182-67.9% | $4,876-72.5% |
| Participant deferral / active EE | $1,982 | $5,834-66.0% | $5,045-60.7% | $5,439-63.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |