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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 | $14,922 | $88,707-83.2% | $74,184-79.9% | $273,972-94.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 20.30% | 11.94%+8.4pp | 17.74%+2.6pp | 41.46%-21.2pp |
| Employer contribution / active EE | $2,287 | $3,159-27.6% | $2,370-3.5% | $4,869-53.0% |
| Participant deferral / active EE | $4,700 | $4,212+11.6% | $3,550+32.4% | $5,287-11.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |