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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 | $4,747 | $169,356-97.2% | $129,406-96.3% | $145,897-96.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 14.91% | 14418.62%-14403.7pp | 9468.18%-9453.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $488 | $5,542-91.2% | $4,155-88.3% | $4,663-89.5% |
| Participant deferral / active EE | $488 | $4,987-90.2% | $4,167-88.3% | $6,689-92.7% |
| Admin fee / account holder | $116 | $9,915-98.8% | $7,689-98.5% | $13,390-99.1% |