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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 | $14,104 | $176,402-92.0% | $134,155-89.5% | $158,950-91.1% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 20.58% | 63.66%-43.1pp | 36.34%-15.8pp | 302.91%-282.3pp |
| Employer contribution / active EE | $1,048 | $5,042-79.2% | $3,705-71.7% | $4,762-78.0% |
| Participant deferral / active EE | $1,372 | $4,093-66.5% | $3,500-60.8% | $5,983-77.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |