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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 | $7,474 | $157,829-95.3% | $136,867-94.5% | $198,609-96.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 24.83% | 51.25%-26.4pp | 42.97%-18.1pp | 202.70%-177.9pp |
| Employer contribution / active EE | $1,622 | $3,923-58.7% | $3,547-54.3% | $5,055-67.9% |
| Participant deferral / active EE | $2,039 | $5,463-62.7% | $4,924-58.6% | $6,977-70.8% |
| Admin fee / account holder | $3 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |