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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 | $13,922 | $124,425-88.8% | $112,040-87.6% | $137,256-89.9% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 31.06% | 24.72%+6.3pp | 24.52%+6.5pp | 220.34%-189.3pp |
| Employer contribution / active EE | $1,072 | $3,411-68.6% | $2,954-63.7% | $4,156-74.2% |
| Participant deferral / active EE | $2,800 | $5,718-51.0% | $5,098-45.1% | $6,407-56.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |