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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 | $5,135 | $108,285-95.3% | $77,552-93.4% | $158,982-96.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 11.03% | 31.69%-20.7pp | 54.82%-43.8pp | 302.99%-292.0pp |
| Employer contribution / active EE | $612 | $1,325-53.8% | $987-38.0% | $4,763-87.2% |
| Participant deferral / active EE | $642 | $2,455-73.9% | $1,861-65.5% | $5,983-89.3% |
| Admin fee / account holder | $281 | $3,709-92.4% | $2,859-90.2% | $11,252-97.5% |