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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 | $9,481 | $109,372-91.3% | $89,414-89.4% | $158,966-94.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 17.04% | 345.55%-328.5pp | 245.50%-228.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $384 | $3,171-87.9% | $2,586-85.1% | $4,762-91.9% |
| Participant deferral / active EE | $2,146 | $4,598-53.3% | $3,890-44.8% | $5,983-64.1% |
| Admin fee / account holder | $25 | $6,156-99.6% | $4,883-99.5% | $11,250-99.8% |