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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 | $10,093 | $110,337-90.9% | $102,383-90.1% | $145,877-93.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.46% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $898 | $4,216-78.7% | $3,870-76.8% | $4,663-80.7% |
| Participant deferral / active EE | $2,028 | $5,621-63.9% | $5,060-59.9% | $6,691-69.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |