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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 | $15,410 | $116,203-86.7% | $93,621-83.5% | $152,897-89.9% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.8%-29.2pp | 82.5%-35.8pp |
| Annual return | 27.39% | 35.96%-8.6pp | 32.76%-5.4pp | 345.43%-318.0pp |
| Employer contribution / active EE | $1,604 | $3,219-50.2% | $2,719-41.0% | $4,764-66.3% |
| Participant deferral / active EE | $2,415 | $4,605-47.6% | $4,070-40.7% | $5,851-58.7% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |