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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 | $8,933 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-96.7% |
| Participation rate | 45.0% | 74.1%-29.1pp | 68.4%-23.4pp | 83.0%-38.0pp |
| Annual return | 16.84% | 2.55%+14.3pp | 5.24%+11.6pp | 41.46%-24.6pp |
| Employer contribution / active EE | $798 | $2,350-66.0% | $1,844-56.7% | $4,869-83.6% |
| Participant deferral / active EE | $903 | $2,962-69.5% | $2,591-65.2% | $5,287-82.9% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |