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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 | $9,773 | $112,729-91.3% | $98,716-90.1% | $137,256-92.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 22.30% | 38.48%-16.2pp | 31.81%-9.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $529 | $2,725-80.6% | $2,279-76.8% | $4,156-87.3% |
| Participant deferral / active EE | $1,139 | $4,640-75.5% | $4,048-71.9% | $6,407-82.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |