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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 | $19,089 | $227,633-91.6% | $189,597-89.9% | $167,553-88.6% |
| Participation rate | 58.8% | 82.5%-23.7pp | 78.4%-19.6pp | 82.1%-23.3pp |
| Annual return | 19.14% | 78.45%-59.3pp | 64.20%-45.1pp | 478.89%-459.8pp |
| Employer contribution / active EE | $980 | $5,317-81.6% | $4,412-77.8% | $4,840-79.8% |
| Participant deferral / active EE | $4,758 | $7,003-32.1% | $6,174-22.9% | $6,343-25.0% |
| Admin fee / account holder | $98 | $11,879-99.2% | $9,807-99.0% | $12,316-99.2% |