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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 | $9,263 | $232,540-96.0% | $185,117-95.0% | $147,586-93.7% |
| Participation rate | 41.7% | 82.4%-40.7pp | 77.3%-35.6pp | 82.8%-41.2pp |
| Annual return | 32.28% | 43.03%-10.7pp | 40.50%-8.2pp | 578.59%-546.3pp |
| Employer contribution / active EE | $1,053 | $5,195-79.7% | $4,182-74.8% | $4,876-78.4% |
| Participant deferral / active EE | $2,380 | $5,834-59.2% | $5,045-52.8% | $5,439-56.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |