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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 | $9,165 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-96.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 68.4%-18.4pp | 83.0%-33.0pp |
| Annual return | 22.29% | 2.55%+19.7pp | 5.24%+17.1pp | 41.46%-19.2pp |
| Employer contribution / active EE | $1,492 | $2,350-36.5% | $1,844-19.1% | $4,869-69.4% |
| Participant deferral / active EE | $1,492 | $2,962-49.6% | $2,591-42.4% | $5,287-71.8% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |