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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 | $8,879 | $106,923-91.7% | $84,023-89.4% | $152,909-94.2% |
| Participation rate | 52.2% | 75.3%-23.1pp | 69.0%-16.8pp | 82.5%-30.3pp |
| Annual return | 30.74% | 105.02%-74.3pp | 71.32%-40.6pp | 345.46%-314.7pp |
| Employer contribution / active EE | $551 | $2,735-79.8% | $1,984-72.2% | $4,764-88.4% |
| Participant deferral / active EE | $1,384 | $4,013-65.5% | $3,239-57.3% | $5,851-76.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |