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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 | $11,033 | $215,361-94.9% | $171,082-93.6% | $273,972-96.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 8.24% | 25.14%-16.9pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,438 | $4,967-50.9% | $4,002-39.1% | $4,869-49.9% |
| Participant deferral / active EE | $2,438 | $5,543-56.0% | $4,797-49.2% | $5,287-53.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |