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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 | $15,719 | $227,597-93.1% | $189,575-91.7% | $167,536-90.6% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 17.75% | 78.44%-60.7pp | 64.19%-46.4pp | 478.82%-461.1pp |
| Employer contribution / active EE | $1,778 | $5,316-66.6% | $4,412-59.7% | $4,839-63.3% |
| Participant deferral / active EE | $4,250 | $7,002-39.3% | $6,174-31.2% | $6,342-33.0% |
| Admin fee / account holder | $85 | $11,877-99.3% | $9,806-99.1% | $12,315-99.3% |