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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 | $10,623 | $109,344-90.3% | $89,400-88.1% | $158,950-93.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 23.04% | 345.73%-322.7pp | 245.64%-222.6pp | 302.91%-279.9pp |
| Employer contribution / active EE | $968 | $3,170-69.5% | $2,586-62.6% | $4,762-79.7% |
| Participant deferral / active EE | $1,806 | $4,599-60.7% | $3,890-53.6% | $5,983-69.8% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |