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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 | $5,183 | $69,518-92.5% | $59,883-91.3% | $135,382-96.2% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.7%-9.5pp | 82.6%-17.4pp |
| Annual return | 61.70% | 7.95%+53.8pp | 3.46%+58.2pp | 519.77%-458.1pp |
| Employer contribution / active EE | $445 | $3,235-86.3% | $2,722-83.7% | $4,779-90.7% |
| Participant deferral / active EE | $924 | $4,204-78.0% | $3,402-72.8% | $5,609-83.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |