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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 | $77,419-87.1% | $69,461-85.6% | $152,870-93.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 28.43% | 39.07%-10.6pp | 28.97%-0.5pp | 345.34%-316.9pp |
| Employer contribution / active EE | $1,139 | $3,315-65.7% | $2,779-59.0% | $4,763-76.1% |
| Participant deferral / active EE | $1,708 | $4,414-61.3% | $3,536-51.7% | $5,850-70.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,597-100.0% |