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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 | $7,286 | $169,356-95.7% | $129,406-94.4% | $145,897-95.0% |
| Participation rate | 39.1% | 76.5%-37.4pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 12.95% | 14418.62%-14405.7pp | 9468.18%-9455.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $220 | $5,542-96.0% | $4,155-94.7% | $4,663-95.3% |
| Participant deferral / active EE | $424 | $4,987-91.5% | $4,167-89.8% | $6,689-93.7% |
| Admin fee / account holder | $44 | $9,915-99.6% | $7,689-99.4% | $13,390-99.7% |