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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 | $13,024 | $232,540-94.4% | $185,117-93.0% | $147,586-91.2% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 12.33% | 43.03%-30.7pp | 40.50%-28.2pp | 578.59%-566.3pp |
| Employer contribution / active EE | $831 | $5,195-84.0% | $4,182-80.1% | $4,876-83.0% |
| Participant deferral / active EE | $1,260 | $5,834-78.4% | $5,045-75.0% | $5,439-76.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |