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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 | $12,586 | $101,063-87.5% | $81,473-84.6% | $147,585-91.5% |
| Participation rate | 61.9% | 74.5%-12.5pp | 68.0%-6.1pp | 82.8%-20.9pp |
| Annual return | 26.62% | 32.41%-5.8pp | 38.78%-12.2pp | 578.58%-552.0pp |
| Employer contribution / active EE | $1,335 | $3,206-58.4% | $2,568-48.0% | $4,876-72.6% |
| Participant deferral / active EE | $2,986 | $4,242-29.6% | $3,537-15.6% | $5,439-45.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |