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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 | $19,714 | $127,387-84.5% | $115,038-82.9% | $125,389-84.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.51% | 31.28%-29.8pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,508 | $5,166-70.8% | $4,608-67.3% | $4,866-69.0% |
| Participant deferral / active EE | $4,245 | $6,423-33.9% | $6,026-29.6% | $5,352-20.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |