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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 | $18,786 | $165,939-88.7% | $122,354-84.6% | $147,586-87.3% |
| Participation rate | 63.6% | 79.6%-15.9pp | 71.6%-8.0pp | 82.8%-19.2pp |
| Annual return | 22.74% | 34.56%-11.8pp | 30.28%-7.5pp | 578.59%-555.9pp |
| Employer contribution / active EE | $440 | $5,754-92.4% | $4,051-89.1% | $4,876-91.0% |
| Participant deferral / active EE | $1,259 | $4,005-68.6% | $3,287-61.7% | $5,439-76.9% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |