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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 | $19,069 | $127,790-85.1% | $106,555-82.1% | $167,536-88.6% |
| Participation rate | 38.5% | 78.3%-39.8pp | 76.1%-37.7pp | 82.1%-43.7pp |
| Annual return | 13.50% | 33.88%-20.4pp | 26.80%-13.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $951 | $3,428-72.3% | $2,819-66.3% | $4,839-80.3% |
| Participant deferral / active EE | $1,778 | $5,088-65.1% | $4,399-59.6% | $6,342-72.0% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |