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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 | $4,511 | $232,540-98.1% | $185,117-97.6% | $147,586-96.9% |
| Participation rate | 61.9% | 82.4%-20.4pp | 77.3%-15.4pp | 82.8%-20.9pp |
| Annual return | 32.79% | 43.03%-10.2pp | 40.50%-7.7pp | 578.59%-545.8pp |
| Employer contribution / active EE | $699 | $5,195-86.5% | $4,182-83.3% | $4,876-85.7% |
| Participant deferral / active EE | $1,063 | $5,834-81.8% | $5,045-78.9% | $5,439-80.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |