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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 | $16,889 | $135,956-87.6% | $123,894-86.4% | $273,972-93.8% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 18.60% | 56.63%-38.0pp | 47.52%-28.9pp | 41.46%-22.9pp |
| Employer contribution / active EE | $1,204 | $5,170-76.7% | $4,617-73.9% | $4,869-75.3% |
| Participant deferral / active EE | $2,721 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |