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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 | $13,283 | $107,666-87.7% | $102,184-87.0% | $154,746-91.4% |
| Participation rate | 61.5% | 83.7%-22.2pp | 82.6%-21.1pp | 80.7%-19.2pp |
| Annual return | 24.83% | 29.33%-4.5pp | 31.58%-6.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,594 | $3,846-32.5% | $3,594-27.8% | $4,379-40.8% |
| Participant deferral / active EE | $3,437 | $8,719-60.6% | $8,309-58.6% | $6,730-48.9% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |