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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 | $13,816 | $115,903-88.1% | $100,528-86.3% | $158,966-91.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,291 | $4,105-19.8% | $3,419-3.7% | $4,762-30.9% |
| Participant deferral / active EE | $4,356 | $6,677-34.8% | $6,271-30.5% | $5,983-27.2% |
| Admin fee / account holder | $16 | $11,000-99.9% | $8,084-99.8% | $11,250-99.9% |