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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 | $7,220 | $228,395-96.8% | $185,861-96.1% | $158,982-95.5% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 72.29% | 40.82%+31.5pp | 35.96%+36.3pp | 302.99%-230.7pp |
| Employer contribution / active EE | $700 | $4,968-85.9% | $4,088-82.9% | $4,763-85.3% |
| Participant deferral / active EE | $1,358 | $6,417-78.8% | $5,634-75.9% | $5,983-77.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |