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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 | $169,336-97.2% | $129,384-96.3% | $145,884-96.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 14.91% | 14408.70%-14393.8pp | 9461.77%-9446.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $488 | $5,540-91.2% | $4,153-88.3% | $4,662-89.5% |
| Participant deferral / active EE | $488 | $4,985-90.2% | $4,166-88.3% | $6,690-92.7% |
| Admin fee / account holder | $116 | $9,912-98.8% | $7,686-98.5% | $13,392-99.1% |