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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 | $10,000 | $77,449-87.1% | $69,483-85.6% | $152,909-93.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 28.43% | 39.09%-10.7pp | 28.99%-0.6pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,139 | $3,316-65.7% | $2,780-59.0% | $4,764-76.1% |
| Participant deferral / active EE | $1,708 | $4,415-61.3% | $3,537-51.7% | $5,851-70.8% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |