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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 | $16,237 | $153,311-89.4% | $109,313-85.1% | $273,972-94.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 14.02% | 29.86%-15.8pp | 22.07%-8.0pp | 41.46%-27.4pp |
| Employer contribution / active EE | $1,650 | $5,619-70.6% | $3,892-57.6% | $4,869-66.1% |
| Participant deferral / active EE | $2,980 | $3,932-24.2% | $3,166-5.9% | $5,287-43.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |