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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 | $13,294 | $90,745-85.4% | $130,231-89.8% | $75,173-82.3% |
| Participation rate | 48.0% | 71.1%-23.1pp | 76.3%-28.3pp | 67.2%-19.2pp |
| Annual return | 41.09% | 34.45%+6.6pp | 38.86%+2.2pp | 160.72%-119.6pp |
| Employer contribution / active EE | $2,078 | $3,314-37.3% | $4,126-49.6% | $2,671-22.2% |
| Participant deferral / active EE | $2,613 | $5,362-51.3% | $6,799-61.6% | $4,126-36.7% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,020-100.0% | $5,651-100.0% |