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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 | $9,387 | $113,339-91.7% | $94,993-90.1% | $147,585-93.6% |
| Participation rate | 28.6% | 78.0%-49.4pp | 73.9%-45.3pp | 82.8%-54.3pp |
| Annual return | 16.30% | 20.77%-4.5pp | 27.12%-10.8pp | 578.57%-562.3pp |
| Employer contribution / active EE | $91 | $3,160-97.1% | $2,603-96.5% | $4,876-98.1% |
| Participant deferral / active EE | $500 | $3,777-86.8% | $3,317-84.9% | $5,439-90.8% |
| Admin fee / account holder | $16 | $6,063-99.7% | $4,960-99.7% | $10,885-99.9% |