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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 | $20,657 | $135,956-84.8% | $123,894-83.3% | $273,972-92.5% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 20.77% | 56.63%-35.9pp | 47.52%-26.8pp | 41.46%-20.7pp |
| Employer contribution / active EE | $1,205 | $5,170-76.7% | $4,617-73.9% | $4,869-75.2% |
| Participant deferral / active EE | $4,426 | $6,343-30.2% | $5,984-26.0% | $5,287-16.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |