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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 | $21,343 | $81,487-73.8% | $102,412-79.2% | $80,935-73.6% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 24.12% | 25.60%-1.5pp | 24.94%-0.8pp | 35.66%-11.5pp |
| Employer contribution / active EE | $1,555 | $3,103-49.9% | $3,870-59.8% | $2,757-43.6% |
| Participant deferral / active EE | $4,700 | $3,871+21.4% | $5,060-7.1% | $4,299+9.3% |
| Admin fee / account holder | $143 | $6,717-97.9% | $8,388-98.3% | $6,924-97.9% |