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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 | $11,728 | $135,956-91.4% | $123,894-90.5% | $273,972-95.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 35.00% | 56.63%-21.6pp | 47.52%-12.5pp | 41.46%-6.5pp |
| Employer contribution / active EE | $2,363 | $5,170-54.3% | $4,617-48.8% | $4,869-51.5% |
| Participant deferral / active EE | $2,828 | $6,343-55.4% | $5,984-52.7% | $5,287-46.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |