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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 | $4,536 | $110,212-95.9% | $96,534-95.3% | $139,466-96.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $847 | $3,620-76.6% | $2,965-71.4% | $4,754-82.2% |
| Participant deferral / active EE | $2,018 | $5,547-63.6% | $4,851-58.4% | $6,712-69.9% |
| Admin fee / account holder | $118 | $11,599-99.0% | $8,253-98.6% | $11,409-99.0% |